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
2876
$12K ﹤0.01%
773
2877
$12K ﹤0.01%
1,000
2878
$12K ﹤0.01%
219
-213
2879
$12K ﹤0.01%
+97
2880
$11.9K ﹤0.01%
600
2881
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167
+157
2882
$11.8K ﹤0.01%
1,160
+1,000
2883
$11.7K ﹤0.01%
210
2884
$11.7K ﹤0.01%
2,600
2885
$11.7K ﹤0.01%
400
-825
2886
$11.7K ﹤0.01%
1,350
+350
2887
$11.6K ﹤0.01%
701
2888
$11.6K ﹤0.01%
642
2889
$11.6K ﹤0.01%
+300
2890
$11.6K ﹤0.01%
595
2891
$11.6K ﹤0.01%
1,000
2892
$11.5K ﹤0.01%
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2893
$11.5K ﹤0.01%
+230
2894
$11.5K ﹤0.01%
388
2895
$11.5K ﹤0.01%
400
2896
$11.5K ﹤0.01%
234
2897
$11.4K ﹤0.01%
2,270
2898
$11.4K ﹤0.01%
500
2899
$11.4K ﹤0.01%
162
2900
$11.4K ﹤0.01%
904
-330