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
2226
$6K ﹤0.01%
57
2227
$6K ﹤0.01%
137
2228
$6K ﹤0.01%
200
2229
$6K ﹤0.01%
267
-6
2230
$6K ﹤0.01%
275
2231
$6K ﹤0.01%
101
2232
$6K ﹤0.01%
64
2233
$6K ﹤0.01%
217
2234
$6K ﹤0.01%
100
2235
$6K ﹤0.01%
314
+200
2236
$6K ﹤0.01%
100
2237
$6K ﹤0.01%
35
2238
$6K ﹤0.01%
42
+1
2239
$6K ﹤0.01%
569
2240
$6K ﹤0.01%
48
2241
$6K ﹤0.01%
120
2242
$6K ﹤0.01%
2,358
+1,000
2243
$6K ﹤0.01%
85
2244
$6K ﹤0.01%
56
2245
$6K ﹤0.01%
180
2246
$6K ﹤0.01%
38
2247
$5K ﹤0.01%
340
2248
$5K ﹤0.01%
133
+75
2249
$5K ﹤0.01%
101
2250
$5K ﹤0.01%
111