SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $17.4B
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.8B
AUM Growth
+$1.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,899
New
Increased
Reduced
Closed

Top Buys

1 +$38.6M
2 +$29.2M
3 +$29.1M
4
MSFT icon
Microsoft
MSFT
+$28.8M
5
PHM icon
Pultegroup
PHM
+$25M

Sector Composition

1 Technology 16.79%
2 Financials 7.18%
3 Consumer Discretionary 6.31%
4 Healthcare 5.94%
5 Industrials 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2576
$24.1K ﹤0.01%
2,500
2577
$24K ﹤0.01%
+5,300
2578
$23.9K ﹤0.01%
+1,315
2579
$23.9K ﹤0.01%
518
+200
2580
$23.8K ﹤0.01%
242
+11
2581
$23.8K ﹤0.01%
115
-70
2582
$23.8K ﹤0.01%
200
2583
$23.8K ﹤0.01%
101
+11
2584
$23.8K ﹤0.01%
143
-9
2585
$23.7K ﹤0.01%
736
2586
$23.6K ﹤0.01%
650
2587
$23.6K ﹤0.01%
434
+2
2588
$23.6K ﹤0.01%
377
-1,010
2589
$23.5K ﹤0.01%
339
2590
$23.5K ﹤0.01%
680
2591
$23.5K ﹤0.01%
362
+20
2592
$23.4K ﹤0.01%
310
2593
$23.3K ﹤0.01%
1,110
+215
2594
$23.3K ﹤0.01%
706
2595
$23.2K ﹤0.01%
457
-76
2596
$23.2K ﹤0.01%
3,941
-3,205
2597
$23.1K ﹤0.01%
5,000
2598
$23.1K ﹤0.01%
710
2599
$23.1K ﹤0.01%
1,130
+498
2600
$23K ﹤0.01%
655