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

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
2601
$0 ﹤0.01%
+1
2602
$0 ﹤0.01%
+380
2603
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2604
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2605
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2606
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2607
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2608
-15,898
2609
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2610
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2611
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2612
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2613
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2614
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2615
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2616
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2617
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2619
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2620
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2621
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2622
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2623
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2624
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+5
2625
$0 ﹤0.01%
+28