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
2776
$10.2K ﹤0.01%
+1,000
2777
$10.2K ﹤0.01%
268
2778
$10.1K ﹤0.01%
179
+68
2779
$10.1K ﹤0.01%
2,150
2780
$10K ﹤0.01%
88
2781
$10K ﹤0.01%
+33
2782
$10K ﹤0.01%
404
2783
$9.96K ﹤0.01%
517
2784
$9.93K ﹤0.01%
191
2785
$9.92K ﹤0.01%
+128
2786
$9.84K ﹤0.01%
+185
2787
$9.83K ﹤0.01%
1,000
2788
$9.82K ﹤0.01%
250
2789
$9.81K ﹤0.01%
+125
2790
$9.74K ﹤0.01%
+1,440
2791
$9.74K ﹤0.01%
+500
2792
$9.7K ﹤0.01%
148
+48
2793
$9.61K ﹤0.01%
100
2794
$9.59K ﹤0.01%
237
2795
$9.59K ﹤0.01%
+200
2796
$9.58K ﹤0.01%
500
2797
$9.57K ﹤0.01%
220
-15,617
2798
$9.53K ﹤0.01%
+54
2799
$9.52K ﹤0.01%
169
2800
$9.52K ﹤0.01%
400