We are live on ! Find out more
SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $19.6B
1-Year Est. Return 22.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.51B
AUM Growth
+$779M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,849
New
Increased
Reduced
Closed

Top Buys

1 +$18.3M
2 +$9.13M
3 +$9.1M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.71M
5
TSN icon
Tyson Foods
TSN
+$8.02M

Sector Composition

1 Technology 13.77%
2 Consumer Discretionary 7.41%
3 Healthcare 6.91%
4 Financials 5.72%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2601
$1K ﹤0.01%
104
-143
2602
$1K ﹤0.01%
25
2603
$1K ﹤0.01%
200
2604
$1K ﹤0.01%
927
2605
$1K ﹤0.01%
100
2606
$1K ﹤0.01%
661
2607
$1K ﹤0.01%
1,980
+1,750
2608
$1K ﹤0.01%
13
2609
$1K ﹤0.01%
35
2610
$1K ﹤0.01%
500
2611
$1K ﹤0.01%
20
2612
$1K ﹤0.01%
600
2613
$1K ﹤0.01%
66
2614
$1K ﹤0.01%
150
2615
$1K ﹤0.01%
160
2616
$1K ﹤0.01%
200
2617
$1K ﹤0.01%
100
2618
$1K ﹤0.01%
58
+1
2619
$1K ﹤0.01%
400
2620
$1K ﹤0.01%
17
+8
2621
$1K ﹤0.01%
700
2622
$1K ﹤0.01%
9
2623
$1K ﹤0.01%
3,000
2624
$1K ﹤0.01%
+500
2625
$1K ﹤0.01%
300