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
2876
$7.84K ﹤0.01%
300
-500
2877
$7.8K ﹤0.01%
+1,000
2878
$7.8K ﹤0.01%
+125
2879
$7.77K ﹤0.01%
+500
2880
$7.7K ﹤0.01%
+200
2881
$7.66K ﹤0.01%
258
2882
$7.61K ﹤0.01%
+1,000
2883
$7.58K ﹤0.01%
187
-75
2884
$7.55K ﹤0.01%
755
-624
2885
$7.54K ﹤0.01%
+175
2886
$7.54K ﹤0.01%
108
-12
2887
$7.5K ﹤0.01%
+644
2888
$7.48K ﹤0.01%
48
2889
$7.4K ﹤0.01%
+120
2890
$7.39K ﹤0.01%
26
2891
$7.33K ﹤0.01%
2,250
2892
$7.33K ﹤0.01%
100
2893
$7.3K ﹤0.01%
+5,000
2894
$7.29K ﹤0.01%
92
2895
$7.28K ﹤0.01%
145
2896
$7.26K ﹤0.01%
1,423
2897
$7.25K ﹤0.01%
100
2898
$7.25K ﹤0.01%
+23
2899
$7.2K ﹤0.01%
+300
2900
$7.2K ﹤0.01%
265
114 115
116
117 118