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
2626
$14.4K ﹤0.01%
310
2627
$14.4K ﹤0.01%
1,100
+500
2628
$14.4K ﹤0.01%
1,046
+549
2629
$14.3K ﹤0.01%
+255
2630
$14.3K ﹤0.01%
324
-175
2631
$14.3K ﹤0.01%
1,070
+170
2632
$14.3K ﹤0.01%
157
2633
$14.3K ﹤0.01%
+1,200
2634
$14.2K ﹤0.01%
+1,500
2635
$14.2K ﹤0.01%
+300
2636
$14.1K ﹤0.01%
99
2637
$14.1K ﹤0.01%
101
2638
$14.1K ﹤0.01%
+400
2639
$14K ﹤0.01%
282
2640
$14K ﹤0.01%
+700
2641
$14K ﹤0.01%
490
2642
$14K ﹤0.01%
110
2643
$13.9K ﹤0.01%
1,487
+309
2644
$13.8K ﹤0.01%
+300
2645
$13.8K ﹤0.01%
+850
2646
$13.7K ﹤0.01%
12
-8
2647
$13.7K ﹤0.01%
2,270
2648
$13.7K ﹤0.01%
171
2649
$13.6K ﹤0.01%
151
2650
$13.5K ﹤0.01%
126
+100