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
2801
0
2802
$9.44K ﹤0.01%
+888
2803
$9.38K ﹤0.01%
+300
2804
$9.32K ﹤0.01%
+762
2805
$9.3K ﹤0.01%
+238
2806
$9.28K ﹤0.01%
+500
2807
$9.27K ﹤0.01%
100
2808
$9.23K ﹤0.01%
175
+155
2809
$9.19K ﹤0.01%
200
+182
2810
$9.19K ﹤0.01%
400
+100
2811
$9.18K ﹤0.01%
+900
2812
$9.16K ﹤0.01%
280
2813
$9.15K ﹤0.01%
1,188
2814
$9.09K ﹤0.01%
+900
2815
$9.08K ﹤0.01%
+900
2816
$9.07K ﹤0.01%
98
+56
2817
$9.05K ﹤0.01%
+900
2818
$9.03K ﹤0.01%
1,000
2819
$9.03K ﹤0.01%
+2
2820
$9.02K ﹤0.01%
400
-11,050
2821
$9.02K ﹤0.01%
+866
2822
$9.01K ﹤0.01%
+37
2823
$8.99K ﹤0.01%
287
2824
$8.98K ﹤0.01%
+199
2825
$8.91K ﹤0.01%
393