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SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $19.6B
1-Year Est. Return 22.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.97B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,903
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$11.6M
3
+$8.59M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$7.49M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.95M

Top Sells

1
+$8.37M
2
+$4.48M
3
+$2.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.7M
5
PANW icon
Palo Alto Networks
PANW
+$2.56M

Sector Composition

1 Technology 9.59%
2 Financials 7.34%
3 Consumer Discretionary 6.8%
4 Healthcare 6.02%
5 Consumer Staples 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$1K ﹤0.01%
45
2527
$1K ﹤0.01%
+30
2528
$1K ﹤0.01%
390
-2,602
2529
$1K ﹤0.01%
200
2530
$1K ﹤0.01%
18
2531
$1K ﹤0.01%
41
2532
$1K ﹤0.01%
50
2533
$1K ﹤0.01%
661
2534
$1K ﹤0.01%
53
2535
$1K ﹤0.01%
158
2536
$1K ﹤0.01%
+27
2537
$1K ﹤0.01%
670
-361
2538
$1K ﹤0.01%
400
2539
$1K ﹤0.01%
1,600
2540
$1K ﹤0.01%
+600
2541
$1K ﹤0.01%
200
2542
$1K ﹤0.01%
25
-20
2543
$1K ﹤0.01%
35
2544
$1K ﹤0.01%
+550
2545
$1K ﹤0.01%
370
+4
2546
$1K ﹤0.01%
60
2547
$1K ﹤0.01%
23
-277
2548
$1K ﹤0.01%
26
-9
2549
$1K ﹤0.01%
200
2550
$1K ﹤0.01%
+57
100 101
102
103 104