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
$219M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
930
New
Increased
Reduced
Closed

Top Buys

1 +$15.8M
2 +$6.76M
3 +$6.22M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$5.23M
5
PG icon
Procter & Gamble
PG
+$5.06M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 8.97%
2 Technology 8.21%
3 Industrials 7.4%
4 Energy 6.95%
5 Financials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$9K ﹤0.01%
+140
577
$9K ﹤0.01%
+1,025
578
$9K ﹤0.01%
+283
579
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+1,000
580
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581
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582
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+2,000
583
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584
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585
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+900
586
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591
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595
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+240
596
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597
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+475
598
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599
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600
$8K ﹤0.01%
+239