SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $18.2B
1-Year Est. Return 20.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.84%
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%
64
2227
$6K ﹤0.01%
217
2228
$6K ﹤0.01%
100
2229
$6K ﹤0.01%
314
+200
2230
$6K ﹤0.01%
100
2231
$6K ﹤0.01%
35
2232
$6K ﹤0.01%
42
+1
2233
$6K ﹤0.01%
569
2234
$6K ﹤0.01%
2,358
+1,000
2235
$6K ﹤0.01%
85
2236
$6K ﹤0.01%
56
2237
$6K ﹤0.01%
180
2238
$6K ﹤0.01%
38
2239
$6K ﹤0.01%
48
2240
$6K ﹤0.01%
120
2241
$6K ﹤0.01%
583
2242
$6K ﹤0.01%
185
-100
2243
$6K ﹤0.01%
439
+3
2244
$6K ﹤0.01%
95
2245
$6K ﹤0.01%
275
2246
$6K ﹤0.01%
101
2247
$5K ﹤0.01%
42
2248
$5K ﹤0.01%
529
2249
$5K ﹤0.01%
46
2250
$5K ﹤0.01%
195
-59