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
$10.8B
AUM Growth
+$1.33B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,899
New
Increased
Reduced
Closed

Top Buys

1 +$38.6M
2 +$29.2M
3 +$29.1M
4
MSFT icon
Microsoft
MSFT
+$28.8M
5
PHM icon
Pultegroup
PHM
+$25M

Sector Composition

1 Technology 16.79%
2 Financials 7.18%
3 Consumer Discretionary 6.31%
4 Healthcare 5.94%
5 Industrials 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2701
$18K ﹤0.01%
352
-30
2702
$18K ﹤0.01%
432
2703
$18K ﹤0.01%
281
2704
$18K ﹤0.01%
484
-51
2705
$17.9K ﹤0.01%
2,008
+114
2706
$17.9K ﹤0.01%
429
+2
2707
$17.8K ﹤0.01%
1,100
2708
$17.7K ﹤0.01%
890
2709
$17.7K ﹤0.01%
2,500
+1,500
2710
$17.6K ﹤0.01%
622
2711
$17.6K ﹤0.01%
237
2712
$17.6K ﹤0.01%
1,122
2713
$17.6K ﹤0.01%
5,049
+1,444
2714
$17.6K ﹤0.01%
1,250
2715
$17.5K ﹤0.01%
2,000
2716
$17.4K ﹤0.01%
435
-130
2717
$17.4K ﹤0.01%
481
+81
2718
$17.3K ﹤0.01%
226
2719
$17.2K ﹤0.01%
200
2720
$17.1K ﹤0.01%
431
2721
$17K ﹤0.01%
324
2722
$17K ﹤0.01%
156
2723
$16.9K ﹤0.01%
783
2724
$16.9K ﹤0.01%
128
2725
$16.9K ﹤0.01%
+235