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
$6.58B
AUM Growth
+$761M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,430
New
Increased
Reduced
Closed

Sector Composition

1 Technology 16.31%
2 Consumer Discretionary 7.83%
3 Financials 6.97%
4 Healthcare 6.68%
5 Communication Services 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2276
$22K ﹤0.01%
180
2277
$22K ﹤0.01%
656
2278
$22K ﹤0.01%
700
2279
$22K ﹤0.01%
4,500
2280
$22K ﹤0.01%
645
+6
2281
$22K ﹤0.01%
3,000
-2,500
2282
$22K ﹤0.01%
519
+264
2283
$22K ﹤0.01%
734
2284
$22K ﹤0.01%
900
-1,624
2285
$22K ﹤0.01%
460
+151
2286
$22K ﹤0.01%
356
2287
$22K ﹤0.01%
905
2288
$22K ﹤0.01%
1,117
2289
$22K ﹤0.01%
75
2290
$22K ﹤0.01%
1,037
2291
$22K ﹤0.01%
2,160
+200
2292
$22K ﹤0.01%
4,100
2293
$21K ﹤0.01%
4,030
2294
$21K ﹤0.01%
473
2295
$21K ﹤0.01%
193
+56
2296
$21K ﹤0.01%
1,109
2297
$21K ﹤0.01%
529
2298
$21K ﹤0.01%
702
2299
$21K ﹤0.01%
745
+163
2300
$21K ﹤0.01%
+788