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SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $19.6B
1-Year Est. Return 22.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.93%
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
651
$5K ﹤0.01%
+398
652
$5K ﹤0.01%
+337
653
$5K ﹤0.01%
+400
654
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655
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656
$5K ﹤0.01%
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657
$5K ﹤0.01%
+67
658
$5K ﹤0.01%
+51
659
$5K ﹤0.01%
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660
$5K ﹤0.01%
+681
661
$5K ﹤0.01%
+49
662
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663
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664
$5K ﹤0.01%
+269
665
$5K ﹤0.01%
+49
666
$5K ﹤0.01%
+875
667
$5K ﹤0.01%
+57
668
$5K ﹤0.01%
+120
669
$5K ﹤0.01%
+74
670
$5K ﹤0.01%
+82
671
$5K ﹤0.01%
+63
672
$5K ﹤0.01%
+96
673
$5K ﹤0.01%
+500
674
$5K ﹤0.01%
+532
675
$5K ﹤0.01%
+200