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
2826
$8.87K ﹤0.01%
+311
2827
$8.87K ﹤0.01%
457
+357
2828
$8.8K ﹤0.01%
+290
2829
$8.77K ﹤0.01%
76
+73
2830
$8.77K ﹤0.01%
72
+30
2831
$8.75K ﹤0.01%
+229
2832
$8.73K ﹤0.01%
+225
2833
$8.62K ﹤0.01%
52
-225
2834
$8.61K ﹤0.01%
115
2835
$8.6K ﹤0.01%
309
2836
$8.56K ﹤0.01%
522
2837
$8.52K ﹤0.01%
254
+132
2838
$8.51K ﹤0.01%
182
+104
2839
$8.5K ﹤0.01%
308
2840
$8.49K ﹤0.01%
150
-25
2841
$8.47K ﹤0.01%
+277
2842
$8.46K ﹤0.01%
75
+10
2843
$8.42K ﹤0.01%
+50
2844
$8.41K ﹤0.01%
+209
2845
$8.4K ﹤0.01%
+1,000
2846
$8.39K ﹤0.01%
90
2847
$8.38K ﹤0.01%
+63
2848
$8.37K ﹤0.01%
+1,800
2849
$8.35K ﹤0.01%
900
2850
$8.34K ﹤0.01%
192
+59