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%
19
2602
$1K ﹤0.01%
93
+66
2603
$1K ﹤0.01%
100
2604
$1K ﹤0.01%
3
2605
$1K ﹤0.01%
9
2606
$1K ﹤0.01%
288
2607
$1K ﹤0.01%
21
+1
2608
$1K ﹤0.01%
50
2609
$1K ﹤0.01%
118
2610
$1K ﹤0.01%
13
2611
$1K ﹤0.01%
150
2612
$1K ﹤0.01%
200
2613
$1K ﹤0.01%
+35
2614
$1K ﹤0.01%
50
2615
$1K ﹤0.01%
62
2616
$1K ﹤0.01%
104
-143
2617
$1K ﹤0.01%
25
2618
$1K ﹤0.01%
200
2619
$1K ﹤0.01%
927
2620
$1K ﹤0.01%
1,980
+1,750
2621
$1K ﹤0.01%
13
2622
$1K ﹤0.01%
35
2623
$1K ﹤0.01%
500
2624
$1K ﹤0.01%
20
2625
$1K ﹤0.01%
600