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
2351
$4K ﹤0.01%
222
-300
2352
$4K ﹤0.01%
+136
2353
$4K ﹤0.01%
228
2354
$4K ﹤0.01%
6
+2
2355
$4K ﹤0.01%
827
2356
$4K ﹤0.01%
167
+50
2357
$4K ﹤0.01%
2,565
2358
$3K ﹤0.01%
419
2359
$3K ﹤0.01%
+375
2360
$3K ﹤0.01%
148
2361
$3K ﹤0.01%
51
2362
$3K ﹤0.01%
37
2363
$3K ﹤0.01%
338
2364
$3K ﹤0.01%
119
2365
$3K ﹤0.01%
156
2366
$3K ﹤0.01%
150
2367
$3K ﹤0.01%
+1,041
2368
$3K ﹤0.01%
203
2369
$3K ﹤0.01%
35
2370
$3K ﹤0.01%
100
2371
$3K ﹤0.01%
123
2372
$3K ﹤0.01%
100
2373
$3K ﹤0.01%
36
2374
$3K ﹤0.01%
+100
2375
$3K ﹤0.01%
86