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
$3.51B
AUM Growth
+$779M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,849
New
Increased
Reduced
Closed

Sector Composition

1 Technology 13.77%
2 Consumer Discretionary 7.41%
3 Healthcare 6.91%
4 Financials 5.72%
5 Consumer Staples 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$10K ﹤0.01%
120
+5
2052
$10K ﹤0.01%
125
2053
$10K ﹤0.01%
350
2054
$10K ﹤0.01%
75
2055
$10K ﹤0.01%
500
2056
$10K ﹤0.01%
1,000
2057
$10K ﹤0.01%
200
+80
2058
$9K ﹤0.01%
142
-17
2059
$9K ﹤0.01%
+625
2060
$9K ﹤0.01%
165
2061
$9K ﹤0.01%
409
2062
$9K ﹤0.01%
250
2063
$9K ﹤0.01%
433
+233
2064
$9K ﹤0.01%
615
2065
$9K ﹤0.01%
592
2066
$9K ﹤0.01%
60
2067
$9K ﹤0.01%
+1,188
2068
$9K ﹤0.01%
100
2069
$9K ﹤0.01%
424
+2
2070
$9K ﹤0.01%
756
+14
2071
$9K ﹤0.01%
175
2072
$9K ﹤0.01%
400
2073
$9K ﹤0.01%
3,801
-12
2074
$9K ﹤0.01%
90
2075
$9K ﹤0.01%
771