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
2751
$10.7K ﹤0.01%
400
2752
$10.6K ﹤0.01%
346
+26
2753
$10.6K ﹤0.01%
+57
2754
$10.6K ﹤0.01%
118
+18
2755
$10.6K ﹤0.01%
415
2756
$10.6K ﹤0.01%
162
2757
$10.6K ﹤0.01%
+300
2758
$10.6K ﹤0.01%
+800
2759
$10.6K ﹤0.01%
+1,000
2760
$10.5K ﹤0.01%
+2,968
2761
$10.5K ﹤0.01%
2,700
2762
$10.5K ﹤0.01%
+500
2763
$10.4K ﹤0.01%
1,122
2764
$10.4K ﹤0.01%
174
2765
$10.4K ﹤0.01%
419
2766
$10.4K ﹤0.01%
+370
2767
$10.3K ﹤0.01%
316
+153
2768
$10.3K ﹤0.01%
1,000
2769
$10.3K ﹤0.01%
+27
2770
$10.3K ﹤0.01%
1,000
2771
$10.2K ﹤0.01%
+700
2772
$10.2K ﹤0.01%
+119
2773
$10.2K ﹤0.01%
+415
2774
$10.2K ﹤0.01%
+4,000
2775
$10.2K ﹤0.01%
312
-2,422