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
$6.58B
AUM Growth
+$761M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,430
New
Increased
Reduced
Closed

Sector Composition

1 Technology 16.31%
2 Consumer Discretionary 7.83%
3 Financials 6.97%
4 Healthcare 6.68%
5 Communication Services 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2676
$8K ﹤0.01%
70
-20
2677
$8K ﹤0.01%
218
-21
2678
$8K ﹤0.01%
+183
2679
$8K ﹤0.01%
990
2680
$8K ﹤0.01%
265
2681
$8K ﹤0.01%
460
2682
$8K ﹤0.01%
190
2683
$8K ﹤0.01%
152
2684
$8K ﹤0.01%
280
2685
$8K ﹤0.01%
300
2686
$8K ﹤0.01%
375
2687
$8K ﹤0.01%
106
2688
$8K ﹤0.01%
300
+100
2689
$8K ﹤0.01%
662
2690
$8K ﹤0.01%
288
2691
$8K ﹤0.01%
600
2692
$8K ﹤0.01%
500
2693
$8K ﹤0.01%
66
2694
$8K ﹤0.01%
2
2695
$8K ﹤0.01%
809
2696
$8K ﹤0.01%
+500
2697
$8K ﹤0.01%
1,000
2698
$8K ﹤0.01%
+75
2699
$8K ﹤0.01%
1,000
2700
$8K ﹤0.01%
572