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
2601
$14.9K ﹤0.01%
+250
2602
$14.9K ﹤0.01%
71
2603
$14.9K ﹤0.01%
+1,000
2604
$14.9K ﹤0.01%
1,000
2605
$14.8K ﹤0.01%
341
2606
$14.8K ﹤0.01%
54
+47
2607
$14.8K ﹤0.01%
1,030
2608
$14.8K ﹤0.01%
8,930
+8,500
2609
$14.8K ﹤0.01%
270
+9
2610
$14.8K ﹤0.01%
275
+150
2611
$14.8K ﹤0.01%
441
+241
2612
$14.7K ﹤0.01%
459
2613
$14.7K ﹤0.01%
+200
2614
$14.6K ﹤0.01%
1,899
+899
2615
$14.6K ﹤0.01%
1,000
2616
$14.6K ﹤0.01%
300
+100
2617
$14.6K ﹤0.01%
+300
2618
$14.6K ﹤0.01%
55
2619
$14.5K ﹤0.01%
1,080
2620
$14.5K ﹤0.01%
+900
2621
$14.4K ﹤0.01%
863
2622
$14.4K ﹤0.01%
1,053
2623
$14.4K ﹤0.01%
+150
2624
$14.4K ﹤0.01%
37
2625
$14.4K ﹤0.01%
788
+576