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
3126
$3.13K ﹤0.01%
1,000
3127
$3.11K ﹤0.01%
712
+302
3128
$3.1K ﹤0.01%
22
3129
$3.09K ﹤0.01%
+1,328
3130
$3.08K ﹤0.01%
145
-211
3131
$3.07K ﹤0.01%
+200
3132
$3.05K ﹤0.01%
+125
3133
$3.04K ﹤0.01%
+500
3134
$3.02K ﹤0.01%
+800
3135
$3.01K ﹤0.01%
+10
3136
$3K ﹤0.01%
25
3137
$3K ﹤0.01%
118
-54
3138
$2.96K ﹤0.01%
29
-71
3139
$2.96K ﹤0.01%
12
3140
$2.94K ﹤0.01%
+200
3141
$2.91K ﹤0.01%
41
-433
3142
$2.9K ﹤0.01%
67
3143
$2.9K ﹤0.01%
+200
3144
$2.89K ﹤0.01%
84
3145
$2.89K ﹤0.01%
+820
3146
$2.87K ﹤0.01%
72
3147
$2.87K ﹤0.01%
57
3148
$2.87K ﹤0.01%
65
3149
$2.86K ﹤0.01%
+55
3150
$2.85K ﹤0.01%
45
124 125
126
127 128