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
2826
$5K ﹤0.01%
70
2827
$5K ﹤0.01%
310
2828
$5K ﹤0.01%
14
2829
$5K ﹤0.01%
400
2830
$5K ﹤0.01%
1,025
2831
$5K ﹤0.01%
300
2832
$5K ﹤0.01%
144
2833
$5K ﹤0.01%
1,000
2834
$5K ﹤0.01%
115
2835
$5K ﹤0.01%
110
2836
$5K ﹤0.01%
+210
2837
$5K ﹤0.01%
3,066
+2,917
2838
$5K ﹤0.01%
149
2839
$5K ﹤0.01%
+200
2840
$5K ﹤0.01%
500
2841
$5K ﹤0.01%
91
2842
$5K ﹤0.01%
58
2843
$5K ﹤0.01%
100
-10
2844
$5K ﹤0.01%
1,133
2845
$5K ﹤0.01%
320
2846
$5K ﹤0.01%
97
2847
$5K ﹤0.01%
100
-48
2848
$5K ﹤0.01%
500
2849
$5K ﹤0.01%
+400
2850
$5K ﹤0.01%
175