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
1826
$14K ﹤0.01%
+1,700
1827
$14K ﹤0.01%
+553
1828
$14K ﹤0.01%
+31
1829
$14K ﹤0.01%
+654
1830
$14K ﹤0.01%
+67
1831
$14K ﹤0.01%
+1,000
1832
$14K ﹤0.01%
+2,167
1833
$14K ﹤0.01%
+240
1834
$14K ﹤0.01%
+300
1835
$14K ﹤0.01%
5,844
-4,186
1836
$14K ﹤0.01%
+37
1837
$14K ﹤0.01%
+453
1838
$14K ﹤0.01%
+1,164
1839
$14K ﹤0.01%
+3,686
1840
$14K ﹤0.01%
+246
1841
$14K ﹤0.01%
+1,109
1842
$14K ﹤0.01%
+300
1843
$14K ﹤0.01%
+287
1844
$14K ﹤0.01%
+452
1845
$14K ﹤0.01%
+329
1846
$14K ﹤0.01%
+1,773
1847
$14K ﹤0.01%
+1,136
1848
$14K ﹤0.01%
+500
1849
$14K ﹤0.01%
+694
1850
$14K ﹤0.01%
+600
72 73
74
75 76