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
$3.38B
AUM Growth
+$417M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,894
New
Increased
Reduced
Closed

Sector Composition

1 Technology 10.09%
2 Financials 7.04%
3 Consumer Discretionary 6.34%
4 Healthcare 6.29%
5 Consumer Staples 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$9K ﹤0.01%
252
2052
$9K ﹤0.01%
+500
2053
$9K ﹤0.01%
3
2054
$9K ﹤0.01%
115
2055
$9K ﹤0.01%
100
-50
2056
$9K ﹤0.01%
309
-5
2057
$9K ﹤0.01%
372
2058
$9K ﹤0.01%
1,000
2059
$9K ﹤0.01%
1,215
2060
$9K ﹤0.01%
830
2061
$9K ﹤0.01%
1,122
2062
$9K ﹤0.01%
300
2063
$9K ﹤0.01%
100
2064
$9K ﹤0.01%
2,928
+165
2065
$9K ﹤0.01%
180
2066
$9K ﹤0.01%
78
2067
$9K ﹤0.01%
135
2068
$9K ﹤0.01%
139
2069
$9K ﹤0.01%
100
2070
$9K ﹤0.01%
100
2071
$9K ﹤0.01%
400
2072
$9K ﹤0.01%
250
2073
$9K ﹤0.01%
500
2074
$9K ﹤0.01%
63
2075
$9K ﹤0.01%
+201