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
2851
$12.8K ﹤0.01%
992
+28
2852
$12.8K ﹤0.01%
250
2853
$12.7K ﹤0.01%
+986
2854
$12.7K ﹤0.01%
93
+13
2855
$12.7K ﹤0.01%
8,903
+3,863
2856
$12.7K ﹤0.01%
160
2857
$12.7K ﹤0.01%
176
2858
$12.7K ﹤0.01%
+456
2859
$12.7K ﹤0.01%
721
2860
$12.6K ﹤0.01%
638
+190
2861
$12.6K ﹤0.01%
422
+322
2862
$12.5K ﹤0.01%
283
2863
$12.4K ﹤0.01%
1,815
+525
2864
$12.4K ﹤0.01%
+44
2865
$12.4K ﹤0.01%
89
+19
2866
$12.4K ﹤0.01%
300
-50
2867
$12.2K ﹤0.01%
156
+12
2868
$12.2K ﹤0.01%
479
2869
$12.1K ﹤0.01%
12,898
+4,898
2870
$12.1K ﹤0.01%
1,500
2871
$12.1K ﹤0.01%
+985
2872
$12.1K ﹤0.01%
849
+550
2873
$12K ﹤0.01%
120
-240
2874
$12K ﹤0.01%
119
2875
$12K ﹤0.01%
772
+301