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SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $19.6B
1-Year Est. Return 22.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.72B
AUM Growth
+$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,766
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$17.9M
3
+$11.2M
4
XOM icon
Exxon Mobil
XOM
+$10.6M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$8.2M

Top Sells

1
+$9.77M
2
+$5.92M
3
+$4.16M
4
AMZN icon
Amazon
AMZN
+$3.74M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.47M

Sector Composition

1 Technology 9.7%
2 Financials 7.15%
3 Consumer Discretionary 6.8%
4 Healthcare 6.42%
5 Consumer Staples 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$101K ﹤0.01%
+1,708
1052
$101K ﹤0.01%
+5,428
1053
$101K ﹤0.01%
+3,173
1054
$101K ﹤0.01%
+1,689
1055
$101K ﹤0.01%
3,324
-138
1056
$101K ﹤0.01%
+5,000
1057
$101K ﹤0.01%
15,800
-100
1058
$100K ﹤0.01%
+2,849
1059
$100K ﹤0.01%
+3,331
1060
$100K ﹤0.01%
+7,850
1061
$100K ﹤0.01%
+4,430
1062
$100K ﹤0.01%
+7,551
1063
$99K ﹤0.01%
+3,281
1064
$99K ﹤0.01%
+2,136
1065
$99K ﹤0.01%
+4,830
1066
$99K ﹤0.01%
2,717
-750
1067
$99K ﹤0.01%
+2,977
1068
$98K ﹤0.01%
55,367
1069
$97K ﹤0.01%
+2,000
1070
$97K ﹤0.01%
+4,000
1071
$97K ﹤0.01%
+2,966
1072
$97K ﹤0.01%
+3,472
1073
$96K ﹤0.01%
+1,144
1074
$96K ﹤0.01%
+7,500
1075
$96K ﹤0.01%
+2,057
41 42
43
44 45