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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
2576
$1K ﹤0.01%
47
2577
$1K ﹤0.01%
+61
2578
$1K ﹤0.01%
532
2579
$1K ﹤0.01%
50
2580
$1K ﹤0.01%
28
2581
$1K ﹤0.01%
+65
2582
$1K ﹤0.01%
18
2583
$1K ﹤0.01%
166
-1,468
2584
$1K ﹤0.01%
65
-266
2585
$1K ﹤0.01%
92
-8
2586
$1K ﹤0.01%
51
-35
2587
$1K ﹤0.01%
15
2588
$1K ﹤0.01%
35
2589
$1K ﹤0.01%
179
-1
2590
– –
-50
2591
$0 ﹤0.01%
+14
2592
– –
-35
2593
$0 ﹤0.01%
5
2594
– –
-1,600
2595
– –
-28
2596
– –
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2597
$0 ﹤0.01%
275
2598
$0 ﹤0.01%
305
+105
2599
$0 ﹤0.01%
8
2600
$0 ﹤0.01%
57
+1
102 103
104
105 106