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
$2.72B
AUM Growth
+$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,766
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$18.2M
3
+$11.3M
4
XOM icon
Exxon Mobil
XOM
+$10.5M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$8.43M

Top Sells

1
+$9.76M
2
+$6.38M
3
+$3.8M
4
SNP
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
+$3.66M
5
URI icon
United Rentals
URI
+$3.34M

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
2576
$1K ﹤0.01%
+154
2577
$1K ﹤0.01%
+95
2578
$1K ﹤0.01%
+62
2579
$1K ﹤0.01%
+182
2580
$1K ﹤0.01%
+35
2581
$1K ﹤0.01%
+1,000
2582
$1K ﹤0.01%
+300
2583
$1K ﹤0.01%
+75
2584
$1K ﹤0.01%
+93
2585
$1K ﹤0.01%
+280
2586
$1K ﹤0.01%
+300
2587
$0 ﹤0.01%
+121
2588
$0 ﹤0.01%
+17
2589
$0 ﹤0.01%
+1,000
2590
$0 ﹤0.01%
+6
2591
$0 ﹤0.01%
+20
2592
$0 ﹤0.01%
+1
2593
$0 ﹤0.01%
+200
2594
$0 ﹤0.01%
+5
2595
$0 ﹤0.01%
+8
2596
$0 ﹤0.01%
+100
2597
$0 ﹤0.01%
+90
2598
$0 ﹤0.01%
+2
2599
$0 ﹤0.01%
+4
2600
$0 ﹤0.01%
+9
102 103
104
105 106