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
3276
$1.32K ﹤0.01%
30
-150
3277
$1.31K ﹤0.01%
+20
3278
$1.29K ﹤0.01%
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3279
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3280
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3281
$1.27K ﹤0.01%
3
-14
3282
$1.27K ﹤0.01%
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3283
$1.27K ﹤0.01%
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-48
3284
$1.27K ﹤0.01%
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3285
$1.26K ﹤0.01%
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3286
$1.24K ﹤0.01%
10
-10
3287
$1.24K ﹤0.01%
2
3288
$1.24K ﹤0.01%
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3289
$1.22K ﹤0.01%
50
3290
$1.21K ﹤0.01%
+34
3291
$1.21K ﹤0.01%
+100
3292
$1.21K ﹤0.01%
+164
3293
$1.2K ﹤0.01%
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3294
$1.18K ﹤0.01%
+62
3295
$1.18K ﹤0.01%
+15
3296
$1.17K ﹤0.01%
+3
3297
$1.12K ﹤0.01%
+100
3298
$1.12K ﹤0.01%
60
-522
3299
$1.11K ﹤0.01%
+625
3300
$1.11K ﹤0.01%
22
130 131
132
133 134