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
$9.07B
AUM Growth
+$1.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,721
New
Increased
Reduced
Closed

Top Buys

1 +$65.9M
2 +$47.8M
3 +$41.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$36M
5
MSFT icon
Microsoft
MSFT
+$31.5M

Sector Composition

1 Technology 16.12%
2 Financials 7.01%
3 Healthcare 6.32%
4 Consumer Discretionary 6.16%
5 Industrials 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2676
$13.8K ﹤0.01%
220
+48
2677
$13.8K ﹤0.01%
500
2678
$13.8K ﹤0.01%
799
2679
$13.8K ﹤0.01%
+245
2680
$13.8K ﹤0.01%
229
2681
$13.7K ﹤0.01%
342
-140
2682
$13.7K ﹤0.01%
+1,000
2683
$13.6K ﹤0.01%
300
2684
$13.6K ﹤0.01%
1,381
2685
$13.6K ﹤0.01%
394
2686
$13.6K ﹤0.01%
222
2687
$13.6K ﹤0.01%
600
2688
$13.5K ﹤0.01%
3,723
2689
$13.5K ﹤0.01%
529
2690
$13.5K ﹤0.01%
+1,500
2691
$13.4K ﹤0.01%
1,800
2692
$13.4K ﹤0.01%
1,263
+6
2693
$13.4K ﹤0.01%
1,662
-197
2694
$13.4K ﹤0.01%
1,200
2695
$13.4K ﹤0.01%
226
2696
$13.3K ﹤0.01%
74
+48
2697
$13.3K ﹤0.01%
1,300
2698
$13.3K ﹤0.01%
561
+36
2699
$13.3K ﹤0.01%
439
2700
$13.2K ﹤0.01%
+948