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
$6.5B
AUM Growth
-$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,498
New
Increased
Reduced
Closed

Top Buys

1 +$17.7M
2 +$11M
3 +$10.9M
4
COST icon
Costco
COST
+$10.8M
5
NVDA icon
NVIDIA
NVDA
+$10.5M

Sector Composition

1 Technology 14.9%
2 Consumer Discretionary 6.58%
3 Healthcare 6.48%
4 Financials 6.33%
5 Industrials 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2376
$17.3K ﹤0.01%
846
2377
$17.3K ﹤0.01%
3,711
+1,550
2378
$17.3K ﹤0.01%
352
+275
2379
$17.3K ﹤0.01%
258
+126
2380
$17.3K ﹤0.01%
+250
2381
$17.2K ﹤0.01%
343
+49
2382
$17.2K ﹤0.01%
+87
2383
$17.2K ﹤0.01%
327
+1
2384
$17.2K ﹤0.01%
392
-45
2385
$17.1K ﹤0.01%
1,410
2386
$17.1K ﹤0.01%
309
+2
2387
$17.1K ﹤0.01%
175
-100
2388
$17K ﹤0.01%
146
2389
$16.9K ﹤0.01%
382
2390
$16.9K ﹤0.01%
485
-60
2391
$16.9K ﹤0.01%
735
-1,944
2392
$16.8K ﹤0.01%
525
2393
$16.8K ﹤0.01%
3,200
2394
$16.8K ﹤0.01%
718
2395
$16.8K ﹤0.01%
1,130
2396
$16.8K ﹤0.01%
181
2397
$16.7K ﹤0.01%
103
2398
$16.6K ﹤0.01%
334
2399
$16.6K ﹤0.01%
1,000
-619
2400
$16.5K ﹤0.01%
310