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
$2.72B
AUM Growth
+$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,766
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$18.2M
3
+$11.3M
4
XOM icon
Exxon Mobil
XOM
+$10.5M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$8.43M

Top Sells

1
+$9.76M
2
+$6.38M
3
+$3.8M
4
SNP
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
+$3.66M
5
URI icon
United Rentals
URI
+$3.34M

Sector Composition

1 Technology 9.7%
2 Financials 7.15%
3 Consumer Discretionary 6.8%
4 Healthcare 6.42%
5 Consumer Staples 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$2K ﹤0.01%
+41
2477
$2K ﹤0.01%
+66
2478
$2K ﹤0.01%
+1
2479
$2K ﹤0.01%
+110
2480
$2K ﹤0.01%
+19
2481
$2K ﹤0.01%
+162
2482
$2K ﹤0.01%
+75
2483
$2K ﹤0.01%
+88
2484
$2K ﹤0.01%
+20
2485
$2K ﹤0.01%
+4
2486
$2K ﹤0.01%
+40
2487
$2K ﹤0.01%
+600
2488
$2K ﹤0.01%
+60
2489
$2K ﹤0.01%
+200
2490
$1K ﹤0.01%
+15
2491
$1K ﹤0.01%
+93
2492
$1K ﹤0.01%
+105
2493
$1K ﹤0.01%
+49
2494
$1K ﹤0.01%
+133
2495
$1K ﹤0.01%
+18
2496
$1K ﹤0.01%
+41
2497
$1K ﹤0.01%
+16
2498
$1K ﹤0.01%
+42
2499
$1K ﹤0.01%
+15
2500
$1K ﹤0.01%
+30
98 99
100
101 102