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
$3.51B
AUM Growth
+$779M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,849
New
Increased
Reduced
Closed

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%
18
-16
2602
$1K ﹤0.01%
42
+1
2603
$1K ﹤0.01%
13
2604
$1K ﹤0.01%
100
2605
$1K ﹤0.01%
401
2606
$1K ﹤0.01%
7
2607
$1K ﹤0.01%
10
2608
$1K ﹤0.01%
200
2609
$1K ﹤0.01%
50
2610
$1K ﹤0.01%
100
2611
$1K ﹤0.01%
3
2612
$1K ﹤0.01%
9
2613
$1K ﹤0.01%
21
+1
2614
$1K ﹤0.01%
50
2615
$1K ﹤0.01%
118
2616
$1K ﹤0.01%
125
2617
$1K ﹤0.01%
150
2618
$1K ﹤0.01%
200
2619
$1K ﹤0.01%
+35
2620
$1K ﹤0.01%
50
2621
$1K ﹤0.01%
62
2622
$1K ﹤0.01%
104
-143
2623
$1K ﹤0.01%
25
2624
$1K ﹤0.01%
200
2625
$1K ﹤0.01%
927