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
2426
$3K ﹤0.01%
344
2427
$3K ﹤0.01%
+325
2428
$3K ﹤0.01%
180
+100
2429
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410
+210
2430
$3K ﹤0.01%
2,898
2431
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155
2432
$3K ﹤0.01%
1,000
2433
$3K ﹤0.01%
272
-648
2434
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1
2435
$3K ﹤0.01%
350
-2,300
2436
$3K ﹤0.01%
201
2437
$3K ﹤0.01%
3,007
2438
$3K ﹤0.01%
122
2439
$3K ﹤0.01%
93
2440
$3K ﹤0.01%
50
2441
$3K ﹤0.01%
73
2442
$3K ﹤0.01%
373
2443
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20
2444
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78
2445
$3K ﹤0.01%
100
2446
$3K ﹤0.01%
1,000
2447
$3K ﹤0.01%
484
2448
$2K ﹤0.01%
+5
2449
$2K ﹤0.01%
51
+18
2450
$2K ﹤0.01%
560
+150