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
2651
$13.5K ﹤0.01%
+500
2652
$13.5K ﹤0.01%
443
2653
$13.4K ﹤0.01%
533
2654
$13.4K ﹤0.01%
55
2655
$13.4K ﹤0.01%
1,000
2656
$13.4K ﹤0.01%
480
-3,193
2657
$13.3K ﹤0.01%
500
2658
$13.3K ﹤0.01%
375
2659
$13.3K ﹤0.01%
500
2660
$13.2K ﹤0.01%
259
+1
2661
$13.2K ﹤0.01%
+500
2662
$13.1K ﹤0.01%
57
2663
$13.1K ﹤0.01%
2,735
+1,712
2664
$13.1K ﹤0.01%
450
+120
2665
$13K ﹤0.01%
270
2666
$13K ﹤0.01%
203
-33
2667
$13K ﹤0.01%
4
-54
2668
$13K ﹤0.01%
411
2669
$13K ﹤0.01%
941
2670
$13K ﹤0.01%
+371
2671
$12.9K ﹤0.01%
316
+254
2672
$12.9K ﹤0.01%
616
2673
$12.8K ﹤0.01%
1,500
2674
$12.8K ﹤0.01%
+115
2675
$12.7K ﹤0.01%
200
105 106
107
108 109