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

Top Buys

1
+$19.5M
2
+$17.9M
3
+$11.2M
4
XOM icon
Exxon Mobil
XOM
+$10.6M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$8.2M

Top Sells

1
+$9.77M
2
+$5.92M
3
+$4.16M
4
AMZN icon
Amazon
AMZN
+$3.74M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.47M

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%
+23
2477
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+200
2478
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+395
2479
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2480
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2481
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2482
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2483
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2484
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2485
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2487
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2488
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+40
2489
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+600
2490
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+10
2491
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+15
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2493
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2495
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+181
2496
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+100
2497
$1K ﹤0.01%
+105
2498
$1K ﹤0.01%
+49
2499
$1K ﹤0.01%
+29
2500
$1K ﹤0.01%
+66
98 99
100
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