SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $18.2B
1-Year Est. Return 20.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.85%
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
2751
$6K ﹤0.01%
75
2752
$6K ﹤0.01%
65
2753
$6K ﹤0.01%
300
2754
$6K ﹤0.01%
128
2755
$6K ﹤0.01%
148
2756
$6K ﹤0.01%
60
2757
$6K ﹤0.01%
529
2758
0
2759
$6K ﹤0.01%
+91
2760
$6K ﹤0.01%
100
2761
$6K ﹤0.01%
604
2762
$6K ﹤0.01%
+397
2763
$6K ﹤0.01%
77
2764
$6K ﹤0.01%
56
+1
2765
$6K ﹤0.01%
4
2766
$6K ﹤0.01%
357
-72
2767
$6K ﹤0.01%
1,000
2768
$6K ﹤0.01%
+15
2769
$6K ﹤0.01%
900
2770
$6K ﹤0.01%
461
2771
$6K ﹤0.01%
300
-166,523
2772
$6K ﹤0.01%
100
2773
$6K ﹤0.01%
1,000
2774
$6K ﹤0.01%
105
+2
2775
$6K ﹤0.01%
400