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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
1776
$17K ﹤0.01%
300
1777
$17K ﹤0.01%
300
1778
$17K ﹤0.01%
729
1779
$17K ﹤0.01%
1,120
1780
$17K ﹤0.01%
139
1781
$17K ﹤0.01%
+600
1782
$17K ﹤0.01%
643
-57
1783
$17K ﹤0.01%
513
+63
1784
$17K ﹤0.01%
122
+27
1785
$17K ﹤0.01%
171
-262
1786
$17K ﹤0.01%
235
+23
1787
$17K ﹤0.01%
633
+15
1788
$17K ﹤0.01%
450
-1,263
1789
$17K ﹤0.01%
1,554
-311
1790
$17K ﹤0.01%
1,000
1791
$17K ﹤0.01%
445
+400
1792
$17K ﹤0.01%
+744
1793
$17K ﹤0.01%
+301
1794
$17K ﹤0.01%
311
+36
1795
$17K ﹤0.01%
654
1796
$16K ﹤0.01%
836
-246
1797
$16K ﹤0.01%
3,686
1798
$16K ﹤0.01%
+301
1799
$16K ﹤0.01%
1,800
1800
$16K ﹤0.01%
1,251
70 71
72
73 74