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
1701
$20K ﹤0.01%
+189
1702
$20K ﹤0.01%
+846
1703
$20K ﹤0.01%
+550
1704
$20K ﹤0.01%
+213
1705
$20K ﹤0.01%
+196
1706
$20K ﹤0.01%
+413
1707
$20K ﹤0.01%
+1,760
1708
$20K ﹤0.01%
+2,646
1709
$20K ﹤0.01%
+889
1710
$20K ﹤0.01%
+232
1711
$20K ﹤0.01%
+488
1712
$20K ﹤0.01%
+202
1713
$20K ﹤0.01%
+600
1714
$20K ﹤0.01%
+1,136
1715
$20K ﹤0.01%
+618
1716
$20K ﹤0.01%
+2,992
1717
$20K ﹤0.01%
+643
1718
$20K ﹤0.01%
+644
1719
$20K ﹤0.01%
+273
1720
$19K ﹤0.01%
+1,000
1721
$19K ﹤0.01%
+355
1722
$19K ﹤0.01%
+300
1723
$19K ﹤0.01%
+645
1724
$19K ﹤0.01%
+146
1725
$19K ﹤0.01%
+2
67 68
69
70 71