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
$2.72B
AUM Growth
+$366M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,766
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$18.2M
3
+$11.3M
4
XOM icon
Exxon Mobil
XOM
+$10.5M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$8.43M

Top Sells

1
+$9.76M
2
+$6.38M
3
+$3.8M
4
SNP
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
+$3.66M
5
URI icon
United Rentals
URI
+$3.34M

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
1626
$25K ﹤0.01%
+2,192
1627
$25K ﹤0.01%
+450
1628
$25K ﹤0.01%
+182
1629
$25K ﹤0.01%
+774
1630
$25K ﹤0.01%
+812
1631
$25K ﹤0.01%
+1,067
1632
$25K ﹤0.01%
+774
1633
$25K ﹤0.01%
+242
1634
$25K ﹤0.01%
+2,700
1635
$25K ﹤0.01%
+1,306
1636
$25K ﹤0.01%
+750
1637
$25K ﹤0.01%
+1,085
1638
$25K ﹤0.01%
+622
1639
$25K ﹤0.01%
+544
1640
$24K ﹤0.01%
+178
1641
$24K ﹤0.01%
+390
1642
$24K ﹤0.01%
+863
1643
$24K ﹤0.01%
+328
1644
$24K ﹤0.01%
+617
1645
$24K ﹤0.01%
+621
1646
$24K ﹤0.01%
+304
1647
$24K ﹤0.01%
+139
1648
$24K ﹤0.01%
+208
1649
$24K ﹤0.01%
+977
1650
$24K ﹤0.01%
+1,600
64 65
66
67 68