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SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $19.6B
1-Year Est. Return 22.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.93%
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
3126
$1K ﹤0.01%
3
-18
3127
$1K ﹤0.01%
500
3128
$1K ﹤0.01%
100
3129
$1K ﹤0.01%
+100
3130
$1K ﹤0.01%
15
3131
$1K ﹤0.01%
+333
3132
$1K ﹤0.01%
105
3133
$1K ﹤0.01%
390
3134
$1K ﹤0.01%
+300
3135
$1K ﹤0.01%
+1,000
3136
$1K ﹤0.01%
340
-1,905
3137
$1K ﹤0.01%
60
+10
3138
$1K ﹤0.01%
400
3139
$1K ﹤0.01%
398
3140
$1K ﹤0.01%
440
3141
$1K ﹤0.01%
20
3142
$1K ﹤0.01%
600
3143
$1K ﹤0.01%
1,000
3144
$1K ﹤0.01%
200
3145
$1K ﹤0.01%
90
3146
$1K ﹤0.01%
95
+25
3147
$1K ﹤0.01%
+87
3148
$1K ﹤0.01%
+15
3149
$1K ﹤0.01%
30
3150
$1K ﹤0.01%
13