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
$3.51B
AUM Growth
+$779M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,849
New
Increased
Reduced
Closed

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%
177
2427
$3K ﹤0.01%
100
2428
$3K ﹤0.01%
300
-313
2429
$3K ﹤0.01%
60
2430
$3K ﹤0.01%
+46
2431
$3K ﹤0.01%
122
2432
$3K ﹤0.01%
93
2433
$3K ﹤0.01%
50
2434
$3K ﹤0.01%
73
2435
$3K ﹤0.01%
8
2436
$3K ﹤0.01%
88
2437
$3K ﹤0.01%
200
2438
$3K ﹤0.01%
600
2439
$3K ﹤0.01%
+250
2440
$3K ﹤0.01%
+3
2441
$3K ﹤0.01%
670
2442
$3K ﹤0.01%
419
2443
$3K ﹤0.01%
484
2444
$3K ﹤0.01%
135
2445
$3K ﹤0.01%
+568
2446
$3K ﹤0.01%
2,898
2447
$3K ﹤0.01%
155
2448
$2K ﹤0.01%
38
2449
$2K ﹤0.01%
100
-74
2450
$2K ﹤0.01%
169
+30