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
2801
$10.3K ﹤0.01%
1,990
+1,190
2802
$10.3K ﹤0.01%
+204
2803
$10.3K ﹤0.01%
496
+17
2804
$10.2K ﹤0.01%
642
2805
$10.2K ﹤0.01%
+110
2806
$10.1K ﹤0.01%
55
2807
$10.1K ﹤0.01%
2,313
2808
$10K ﹤0.01%
213
2809
$9.93K ﹤0.01%
400
2810
$9.92K ﹤0.01%
149
+62
2811
$9.91K ﹤0.01%
300
2812
$9.8K ﹤0.01%
462
+379
2813
$9.8K ﹤0.01%
400
2814
$9.75K ﹤0.01%
5,000
2815
$9.69K ﹤0.01%
1,129
+22
2816
$9.64K ﹤0.01%
1,500
2817
$9.64K ﹤0.01%
28
+2
2818
$9.6K ﹤0.01%
585
+25
2819
$9.58K ﹤0.01%
448
2820
$9.58K ﹤0.01%
254
2821
$9.56K ﹤0.01%
190
2822
$9.54K ﹤0.01%
2,000
2823
$9.5K ﹤0.01%
203
2824
$9.44K ﹤0.01%
933
-1,161
2825
$9.42K ﹤0.01%
3,800