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
$2.73B
AUM Growth
-$653M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,861
New
Increased
Reduced
Closed

Top Sells

1 +$31.4M
2 +$12.3M
3 +$11.5M
4
UNH icon
UnitedHealth
UNH
+$9.2M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.31M

Sector Composition

1 Technology 11.62%
2 Healthcare 6.92%
3 Consumer Discretionary 6.67%
4 Financials 6.03%
5 Communication Services 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$6K ﹤0.01%
170
2027
$6K ﹤0.01%
709
+163
2028
$6K ﹤0.01%
66
+40
2029
$6K ﹤0.01%
+700
2030
$6K ﹤0.01%
370
2031
$6K ﹤0.01%
285
2032
$6K ﹤0.01%
115
2033
$6K ﹤0.01%
254
2034
$6K ﹤0.01%
450
2035
$6K ﹤0.01%
1,423
2036
$6K ﹤0.01%
229
2037
$6K ﹤0.01%
372
2038
$6K ﹤0.01%
279
-244
2039
$6K ﹤0.01%
29
2040
$6K ﹤0.01%
287
-166
2041
$6K ﹤0.01%
498
-28
2042
$6K ﹤0.01%
184
2043
$6K ﹤0.01%
400
2044
$6K ﹤0.01%
600
2045
$6K ﹤0.01%
+500
2046
$6K ﹤0.01%
2,452
-3,400
2047
$6K ﹤0.01%
42
2048
$6K ﹤0.01%
404
2049
$6K ﹤0.01%
171
2050
$6K ﹤0.01%
120