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
2701
$12K ﹤0.01%
409
2702
$12K ﹤0.01%
+2,000
2703
$12K ﹤0.01%
+2,600
2704
$11.9K ﹤0.01%
144
2705
$11.9K ﹤0.01%
350
+50
2706
$11.8K ﹤0.01%
488
+300
2707
$11.8K ﹤0.01%
205
2708
$11.8K ﹤0.01%
254
+176
2709
$11.8K ﹤0.01%
139
+2
2710
$11.8K ﹤0.01%
+200
2711
$11.8K ﹤0.01%
990
2712
$11.8K ﹤0.01%
585
+500
2713
$11.7K ﹤0.01%
2,000
2714
$11.7K ﹤0.01%
1,037
+14
2715
$11.7K ﹤0.01%
56
2716
$11.7K ﹤0.01%
+150
2717
$11.7K ﹤0.01%
256
2718
$11.7K ﹤0.01%
419
+304
2719
$11.7K ﹤0.01%
237
+132
2720
$11.7K ﹤0.01%
+175
2721
$11.6K ﹤0.01%
+150
2722
$11.6K ﹤0.01%
+500
2723
$11.6K ﹤0.01%
173
2724
$11.5K ﹤0.01%
652
-63
2725
$11.4K ﹤0.01%
963
-2,230