SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $17.4B
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.97B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,903
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.59%
2 Financials 7.34%
3 Consumer Discretionary 6.8%
4 Healthcare 6.02%
5 Consumer Staples 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$9K ﹤0.01%
165
+90
2027
$9K ﹤0.01%
159
+47
2028
$9K ﹤0.01%
377
-16
2029
$9K ﹤0.01%
50
2030
$9K ﹤0.01%
6
2031
$9K ﹤0.01%
167
2032
$9K ﹤0.01%
170
2033
$9K ﹤0.01%
624
2034
$9K ﹤0.01%
771
2035
$9K ﹤0.01%
990
2036
$9K ﹤0.01%
29
2037
$9K ﹤0.01%
1,000
2038
$9K ﹤0.01%
815
2039
$9K ﹤0.01%
526
2040
$9K ﹤0.01%
250
2041
$9K ﹤0.01%
615
2042
$9K ﹤0.01%
+308
2043
$9K ﹤0.01%
+336
2044
$9K ﹤0.01%
471
+334
2045
$9K ﹤0.01%
1,122
2046
$9K ﹤0.01%
60
2047
$9K ﹤0.01%
300
2048
$9K ﹤0.01%
308
-667
2049
$9K ﹤0.01%
388
2050
$9K ﹤0.01%
100