SPIA
Steward Partners Investment Advisory Portfolio holdings
AUM
$12.8B
This Quarter Return
+8.8%
1 Year Return
+18.62%
3 Year Return
+71.58%
5 Year Return
+120.29%
10 Year Return
–
AUM
$5.88B
AUM Growth
+$5.88B
(+9.8%)
Cap. Flow
+$156M
Cap. Flow
% of AUM
2.65%
Top 10 Holdings %
Top 10 Hldgs %
16.35%
Holding
3,537
New
176
Increased
939
Reduced
1,190
Closed
185
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 11.38% |
| 2 | Healthcare | 7.41% |
| 3 | Financials | 6.9% |
| 4 | Energy | 5.55% |
| 5 | Consumer Discretionary | 5.47% |