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
1801
$15K ﹤0.01%
+66
1802
$15K ﹤0.01%
+49
1803
$15K ﹤0.01%
+145
1804
$15K ﹤0.01%
+67
1805
$15K ﹤0.01%
+1,000
1806
$15K ﹤0.01%
+426
1807
$15K ﹤0.01%
+300
1808
$15K ﹤0.01%
+3,300
1809
$15K ﹤0.01%
+522
1810
$15K ﹤0.01%
+1,800
1811
$15K ﹤0.01%
+244
1812
$15K ﹤0.01%
+500
1813
$15K ﹤0.01%
+319
1814
$15K ﹤0.01%
+3,000
1815
$15K ﹤0.01%
+256
1816
$15K ﹤0.01%
+127
1817
$15K ﹤0.01%
+252
1818
$15K ﹤0.01%
+978
1819
$15K ﹤0.01%
+256
1820
$15K ﹤0.01%
+637
1821
$15K ﹤0.01%
+1,322
1822
$15K ﹤0.01%
+646
1823
$15K ﹤0.01%
+3,211
1824
$14K ﹤0.01%
+1,000
1825
$14K ﹤0.01%
+301
71 72
73
74 75