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
2151
$7K ﹤0.01%
1,268
+9
2152
$7K ﹤0.01%
500
2153
$7K ﹤0.01%
169
2154
$7K ﹤0.01%
300
2155
$7K ﹤0.01%
+290
2156
$7K ﹤0.01%
300
2157
$7K ﹤0.01%
170
2158
$7K ﹤0.01%
1,470
2159
$7K ﹤0.01%
250
2160
$7K ﹤0.01%
+100
2161
$7K ﹤0.01%
900
+500
2162
$7K ﹤0.01%
747
+247
2163
$7K ﹤0.01%
1,477
+1
2164
$7K ﹤0.01%
400
2165
$7K ﹤0.01%
287
2166
$7K ﹤0.01%
941
-1,583
2167
$7K ﹤0.01%
+1,500
2168
$7K ﹤0.01%
308
2169
$7K ﹤0.01%
300
-6,672
2170
$7K ﹤0.01%
85
2171
$7K ﹤0.01%
+465
2172
$7K ﹤0.01%
85
2173
$7K ﹤0.01%
127
2174
$7K ﹤0.01%
600
2175
$7K ﹤0.01%
+931