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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
$2.97B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,903
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$11.6M
3
+$8.59M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$7.49M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.95M

Top Sells

1
+$8.37M
2
+$4.48M
3
+$2.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.7M
5
PANW icon
Palo Alto Networks
PANW
+$2.56M

Sector Composition

1 Technology 9.59%
2 Financials 7.34%
3 Consumer Discretionary 6.8%
4 Healthcare 6.02%
5 Consumer Staples 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$38K ﹤0.01%
800
1477
$38K ﹤0.01%
+2,500
1478
$38K ﹤0.01%
1,105
1479
$38K ﹤0.01%
2,000
1480
$38K ﹤0.01%
350
-100
1481
$38K ﹤0.01%
3,750
+1,000
1482
$38K ﹤0.01%
3,500
1483
$37K ﹤0.01%
3,500
+1,000
1484
$37K ﹤0.01%
740
+102
1485
$37K ﹤0.01%
2,400
-475
1486
$37K ﹤0.01%
2,426
-258
1487
$37K ﹤0.01%
922
+23
1488
$37K ﹤0.01%
1,725
1489
$37K ﹤0.01%
1,400
1490
$37K ﹤0.01%
1,483
1491
$36K ﹤0.01%
521
-41
1492
$36K ﹤0.01%
7,000
1493
$36K ﹤0.01%
1,094
+320
1494
$36K ﹤0.01%
446
-53
1495
$36K ﹤0.01%
900
1496
$36K ﹤0.01%
1,600
+500
1497
$36K ﹤0.01%
700
-125
1498
$36K ﹤0.01%
1,540
1499
$36K ﹤0.01%
1,200
+555
1500
$36K ﹤0.01%
1,894
+818
58 59
60
61 62