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
2526
$1K ﹤0.01%
+51
2527
$1K ﹤0.01%
+279
2528
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+68
2529
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+55
2530
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+30
2531
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+7
2532
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+66
2533
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+88
2534
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+71
2535
$1K ﹤0.01%
+50
2536
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+45
2537
$1K ﹤0.01%
+51
2538
$1K ﹤0.01%
+10
2539
$1K ﹤0.01%
+30
2540
$1K ﹤0.01%
+28
2541
$1K ﹤0.01%
+18
2542
$1K ﹤0.01%
+50
2543
$1K ﹤0.01%
+45
2544
$1K ﹤0.01%
+291
2545
$1K ﹤0.01%
+307
2546
$1K ﹤0.01%
+86
2547
$1K ﹤0.01%
+100
2548
$1K ﹤0.01%
+661
2549
$1K ﹤0.01%
+53
2550
$1K ﹤0.01%
+158
100 101
102
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