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
1651
$24K ﹤0.01%
+781
1652
$23K ﹤0.01%
+450
1653
$23K ﹤0.01%
+2,525
1654
$23K ﹤0.01%
+1,721
1655
$23K ﹤0.01%
+202
1656
$23K ﹤0.01%
+3,830
1657
$23K ﹤0.01%
+1,220
1658
$23K ﹤0.01%
+488
1659
$23K ﹤0.01%
+1,020
1660
$23K ﹤0.01%
+2,367
1661
$23K ﹤0.01%
+1,227
1662
$23K ﹤0.01%
+497
1663
$23K ﹤0.01%
+1,019
1664
$23K ﹤0.01%
+2,898
1665
$23K ﹤0.01%
+900
1666
$23K ﹤0.01%
+330
1667
$22K ﹤0.01%
+147
1668
$22K ﹤0.01%
+269
1669
$22K ﹤0.01%
+737
1670
$22K ﹤0.01%
+606
1671
$22K ﹤0.01%
+950
1672
$22K ﹤0.01%
+265
1673
$22K ﹤0.01%
+1,005
1674
$22K ﹤0.01%
+500
1675
$22K ﹤0.01%
+1,815
65 66
67
68 69