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
601
$8K ﹤0.01%
+1,255
602
$8K ﹤0.01%
+155
603
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604
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605
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606
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607
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608
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609
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610
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+1
611
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612
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614
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615
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616
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617
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+500
618
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619
$7K ﹤0.01%
+2,293
620
$7K ﹤0.01%
+8
621
$7K ﹤0.01%
+2,500
622
$7K ﹤0.01%
+146
623
$7K ﹤0.01%
+165
624
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+169
625
$7K ﹤0.01%
+208