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
$5.69B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,563
New
Increased
Reduced
Closed

Top Buys

1 +$46M
2 +$33.8M
3 +$18.9M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$15.4M
5
MSFT icon
Microsoft
MSFT
+$14.7M

Top Sells

1 +$16.7M
2 +$14.1M
3 +$8.08M
4
IAU icon
iShares Gold Trust
IAU
+$6.52M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$6.49M

Sector Composition

1 Technology 13.68%
2 Consumer Discretionary 7.41%
3 Financials 6.55%
4 Healthcare 6.52%
5 Communication Services 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$17.9K ﹤0.01%
+1,365
2527
$17.8K ﹤0.01%
+520
2528
$17.8K ﹤0.01%
976
+145
2529
$17.8K ﹤0.01%
+765
2530
$17.8K ﹤0.01%
750
2531
$17.7K ﹤0.01%
+300
2532
$17.7K ﹤0.01%
218
+94
2533
$17.7K ﹤0.01%
682
-150
2534
$17.6K ﹤0.01%
+333
2535
$17.6K ﹤0.01%
696
+100
2536
$17.6K ﹤0.01%
+85
2537
$17.6K ﹤0.01%
143
2538
$17.6K ﹤0.01%
+2,500
2539
$17.5K ﹤0.01%
266
+55
2540
$17.5K ﹤0.01%
121
+10
2541
$17.5K ﹤0.01%
181
2542
$17.4K ﹤0.01%
4,000
+1,000
2543
$17.4K ﹤0.01%
503
2544
$17.3K ﹤0.01%
+555
2545
$17.3K ﹤0.01%
552
2546
$17.3K ﹤0.01%
+425
2547
$17.2K ﹤0.01%
450
2548
$17.2K ﹤0.01%
314
2549
$17.2K ﹤0.01%
+676
2550
$17.1K ﹤0.01%
200