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
2851
$8.34K ﹤0.01%
1,000
-98
2852
$8.33K ﹤0.01%
+37
2853
$8.31K ﹤0.01%
229
2854
$8.3K ﹤0.01%
+100
2855
$8.29K ﹤0.01%
+637
2856
$8.26K ﹤0.01%
+200
2857
$8.19K ﹤0.01%
+600
2858
$8.18K ﹤0.01%
1,500
2859
$8.15K ﹤0.01%
100
2860
$8.15K ﹤0.01%
+100
2861
$8.14K ﹤0.01%
400
2862
$8.14K ﹤0.01%
13
2863
$8.14K ﹤0.01%
250
2864
$8.1K ﹤0.01%
155
-67
2865
$8.08K ﹤0.01%
113
+50
2866
$8.04K ﹤0.01%
4,000
2867
$8.03K ﹤0.01%
+10
2868
$8.02K ﹤0.01%
100
2869
$8.02K ﹤0.01%
109
-3
2870
$8K ﹤0.01%
95
2871
$7.99K ﹤0.01%
125
-175
2872
$7.89K ﹤0.01%
1,993
+15
2873
$7.89K ﹤0.01%
188
2874
$7.87K ﹤0.01%
484
2875
$7.86K ﹤0.01%
143
113 114
115
116 117