SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $18.2B
1-Year Est. Return 20.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.8B
AUM Growth
+$1.49B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,306
New
Increased
Reduced
Closed

Top Buys

1 +$29.2M
2 +$23.2M
3 +$18.7M
4
UBER icon
Uber
UBER
+$17.4M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$16.7M

Sector Composition

1 Technology 17.47%
2 Financials 7.73%
3 Consumer Discretionary 5.7%
4 Communication Services 5.18%
5 Industrials 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3126
$11.7K ﹤0.01%
+582
3127
$11.6K ﹤0.01%
+265
3128
$11.6K ﹤0.01%
400
3129
$11.6K ﹤0.01%
686
3130
$11.6K ﹤0.01%
2,270
3131
$11.6K ﹤0.01%
642
3132
$11.6K ﹤0.01%
175
3133
$11.6K ﹤0.01%
500
3134
$11.5K ﹤0.01%
246
3135
$11.5K ﹤0.01%
1,531
3136
$11.3K ﹤0.01%
2,000
3137
$11.3K ﹤0.01%
1,103
+34
3138
$11.2K ﹤0.01%
+157,662
3139
$11.2K ﹤0.01%
400
3140
$11.1K ﹤0.01%
11,838
+1,900
3141
$11.1K ﹤0.01%
117
3142
$11.1K ﹤0.01%
388
-2,328
3143
$11.1K ﹤0.01%
1,025
3144
$11.1K ﹤0.01%
700
3145
$11K ﹤0.01%
550
+2
3146
$11K ﹤0.01%
4,584
-29
3147
$11K ﹤0.01%
150
3148
$11K ﹤0.01%
+482
3149
$11K ﹤0.01%
+1,273
3150
$11K ﹤0.01%
150