SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $18.2B
1-Year Est. Return 20.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.85%
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

Top Buys

1 +$18.3M
2 +$9.13M
3 +$9.1M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.71M
5
TSN icon
Tyson Foods
TSN
+$8.02M

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%
458
2227
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270
2228
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592
2229
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2230
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2231
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200
2232
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267
-6
2233
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101
2234
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64
2235
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217
2236
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100
2237
$6K ﹤0.01%
314
+200
2238
$6K ﹤0.01%
100
2239
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35
2240
$6K ﹤0.01%
42
+1
2241
$6K ﹤0.01%
569
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%
170
2248
$5K ﹤0.01%
90
-90
2249
$5K ﹤0.01%
800
2250
$5K ﹤0.01%
+176