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
2626
$0 ﹤0.01%
+2
2627
$0 ﹤0.01%
+12
2628
$0 ﹤0.01%
+21
2629
$0 ﹤0.01%
+3
2630
$0 ﹤0.01%
+43
2631
$0 ﹤0.01%
+10
2632
$0 ﹤0.01%
+10
2633
$0 ﹤0.01%
+2
2634
$0 ﹤0.01%
+1
2635
$0 ﹤0.01%
+18
2636
$0 ﹤0.01%
+149
2637
$0 ﹤0.01%
+1
2638
$0 ﹤0.01%
+2
2639
$0 ﹤0.01%
+1
2640
$0 ﹤0.01%
+1
2641
$0 ﹤0.01%
+468
2642
$0 ﹤0.01%
+3
2643
$0 ﹤0.01%
+3
2644
$0 ﹤0.01%
+42
2645
$0 ﹤0.01%
+19
2646
$0 ﹤0.01%
+10
2647
$0 ﹤0.01%
+233
2648
$0 ﹤0.01%
+24
2649
$0 ﹤0.01%
+28
2650
$0 ﹤0.01%
+13