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
2551
$17K ﹤0.01%
+47
2552
$17K ﹤0.01%
1,109
2553
$16.9K ﹤0.01%
246
+188
2554
$16.9K ﹤0.01%
178
2555
$16.8K ﹤0.01%
+173
2556
$16.7K ﹤0.01%
+463
2557
$16.7K ﹤0.01%
1,731
+1,031
2558
$16.7K ﹤0.01%
+393
2559
$16.6K ﹤0.01%
+800
2560
$16.5K ﹤0.01%
632
+500
2561
$16.4K ﹤0.01%
+1,600
2562
$16.4K ﹤0.01%
263
2563
$16.4K ﹤0.01%
77
+14
2564
$16.3K ﹤0.01%
+203
2565
$16.2K ﹤0.01%
1,123
2566
$16.2K ﹤0.01%
992
-8
2567
$16.2K ﹤0.01%
125
2568
$16.1K ﹤0.01%
94
+56
2569
$16K ﹤0.01%
59
+30
2570
$16K ﹤0.01%
592
2571
$16K ﹤0.01%
+1,183
2572
$16K ﹤0.01%
1,296
+16
2573
$15.9K ﹤0.01%
5,806
2574
$15.9K ﹤0.01%
+412
2575
$15.8K ﹤0.01%
+200