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
3401
$5.73K ﹤0.01%
123
3402
$5.72K ﹤0.01%
+262
3403
$5.72K ﹤0.01%
2,000
3404
$5.7K ﹤0.01%
136
3405
$5.7K ﹤0.01%
37
+17
3406
$5.69K ﹤0.01%
56
+16
3407
$5.66K ﹤0.01%
+189
3408
$5.66K ﹤0.01%
450
3409
$5.64K ﹤0.01%
4,000
3410
$5.62K ﹤0.01%
209
+57
3411
$5.61K ﹤0.01%
1,546
3412
$5.55K ﹤0.01%
125
3413
$5.54K ﹤0.01%
74
3414
$5.52K ﹤0.01%
700
3415
$5.52K ﹤0.01%
68
+27
3416
$5.51K ﹤0.01%
25
+11
3417
$5.51K ﹤0.01%
130
3418
$5.49K ﹤0.01%
+152
3419
$5.45K ﹤0.01%
192
-8
3420
$5.4K ﹤0.01%
175
3421
$5.39K ﹤0.01%
471
-70
3422
$5.38K ﹤0.01%
600
3423
$5.37K ﹤0.01%
170
3424
$5.37K ﹤0.01%
224
+51
3425
$5.34K ﹤0.01%
+266