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
$6.46B
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,473
New
Increased
Reduced
Closed

Top Buys

1 +$15.9M
2 +$15.5M
3 +$15M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$13.6M
5
APA icon
APA Corp
APA
+$11.3M

Top Sells

1 +$10.4M
2 +$9.45M
3 +$9.44M
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$8.73M
5
LRCX icon
Lam Research
LRCX
+$8.02M

Sector Composition

1 Technology 14.87%
2 Financials 7.19%
3 Consumer Discretionary 6.89%
4 Healthcare 6.58%
5 Communication Services 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3026
$3K ﹤0.01%
1,000
3027
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+200
3028
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192
3029
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3030
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3031
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+44
3032
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274
+111
3033
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3034
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3035
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50
3036
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3037
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3038
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22
3039
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3040
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3041
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3042
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3043
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3044
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3045
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200
-2,550
3046
$3K ﹤0.01%
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3047
$3K ﹤0.01%
54
3048
$3K ﹤0.01%
180
3049
$3K ﹤0.01%
775
3050
$3K ﹤0.01%
2,250