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
2501
$1K ﹤0.01%
+79
2502
$1K ﹤0.01%
+500
2503
$1K ﹤0.01%
+275
2504
$1K ﹤0.01%
+150
2505
$1K ﹤0.01%
+137
2506
$1K ﹤0.01%
+18
2507
$1K ﹤0.01%
+41
2508
$1K ﹤0.01%
+16
2509
$1K ﹤0.01%
+42
2510
$1K ﹤0.01%
+15
2511
$1K ﹤0.01%
+35
2512
$1K ﹤0.01%
+48
2513
$1K ﹤0.01%
+180
2514
$1K ﹤0.01%
+30
2515
$1K ﹤0.01%
+23
2516
$1K ﹤0.01%
+85
2517
$1K ﹤0.01%
+28
2518
$1K ﹤0.01%
+41
2519
$1K ﹤0.01%
+114
2520
$1K ﹤0.01%
+45
2521
$1K ﹤0.01%
+31
2522
$1K ﹤0.01%
+12
2523
$1K ﹤0.01%
+108
2524
$1K ﹤0.01%
8
-2,731
2525
$1K ﹤0.01%
+435