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
2101
$8K ﹤0.01%
6
2102
$8K ﹤0.01%
170
2103
$8K ﹤0.01%
255
+45
2104
$8K ﹤0.01%
113
2105
$8K ﹤0.01%
200
2106
$8K ﹤0.01%
1,023
+16
2107
$8K ﹤0.01%
990
2108
$8K ﹤0.01%
29
2109
$8K ﹤0.01%
348
2110
$8K ﹤0.01%
600
2111
$8K ﹤0.01%
358
-302
2112
$8K ﹤0.01%
54
+11
2113
$8K ﹤0.01%
608
+8
2114
$8K ﹤0.01%
900
2115
$8K ﹤0.01%
266
2116
$8K ﹤0.01%
762
2117
$8K ﹤0.01%
525
2118
$8K ﹤0.01%
137
2119
$8K ﹤0.01%
517
2120
$8K ﹤0.01%
331
+4
2121
$8K ﹤0.01%
48
2122
$8K ﹤0.01%
120
2123
$8K ﹤0.01%
833
2124
$8K ﹤0.01%
500
2125
$8K ﹤0.01%
407