SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $18.2B
1-Year Est. Return 20.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.84%
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%
200
2602
$1K ﹤0.01%
+35
2603
$1K ﹤0.01%
50
2604
$1K ﹤0.01%
62
2605
$1K ﹤0.01%
104
-143
2606
$1K ﹤0.01%
25
2607
$1K ﹤0.01%
200
2608
$1K ﹤0.01%
927
2609
$1K ﹤0.01%
661
2610
$1K ﹤0.01%
1,980
+1,750
2611
$1K ﹤0.01%
13
2612
$1K ﹤0.01%
35
2613
$1K ﹤0.01%
500
2614
$1K ﹤0.01%
20
2615
$1K ﹤0.01%
600
2616
$1K ﹤0.01%
66
2617
$1K ﹤0.01%
150
2618
$1K ﹤0.01%
160
2619
$1K ﹤0.01%
200
2620
$1K ﹤0.01%
100
2621
$1K ﹤0.01%
58
+1
2622
$1K ﹤0.01%
400
2623
$1K ﹤0.01%
17
+8
2624
$1K ﹤0.01%
700
2625
$1K ﹤0.01%
9