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
$5.69B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,563
New
Increased
Reduced
Closed

Top Buys

1 +$46M
2 +$33.8M
3 +$18.9M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$15.4M
5
MSFT icon
Microsoft
MSFT
+$14.7M

Top Sells

1 +$16.7M
2 +$14.1M
3 +$8.08M
4
IAU icon
iShares Gold Trust
IAU
+$6.52M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$6.49M

Sector Composition

1 Technology 13.68%
2 Consumer Discretionary 7.41%
3 Financials 6.55%
4 Healthcare 6.52%
5 Communication Services 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$68.5K ﹤0.01%
2,603
1827
$68.5K ﹤0.01%
1,650
1828
$68.4K ﹤0.01%
9,435
+5,707
1829
$68.3K ﹤0.01%
+765
1830
$68.2K ﹤0.01%
+1,212
1831
$68.2K ﹤0.01%
615
-101
1832
$68.1K ﹤0.01%
805
+296
1833
$67.9K ﹤0.01%
2,487
+887
1834
$67.8K ﹤0.01%
1,563
+431
1835
$67.8K ﹤0.01%
8,198
+1,400
1836
$67.8K ﹤0.01%
7,059
+4,559
1837
$67.6K ﹤0.01%
12,565
+12,390
1838
$67.4K ﹤0.01%
552
+467
1839
$67.3K ﹤0.01%
2,617
1840
$67.1K ﹤0.01%
+4,000
1841
$67.1K ﹤0.01%
1,622
1842
$66.9K ﹤0.01%
7,650
+4,975
1843
$66.6K ﹤0.01%
2,950
1844
$66.1K ﹤0.01%
1,444
+4
1845
$66K ﹤0.01%
1,655
+200
1846
$66K ﹤0.01%
2,750
-3,325
1847
$65.7K ﹤0.01%
981
1848
$65.6K ﹤0.01%
157
+22
1849
$65.4K ﹤0.01%
1,358
+588
1850
$65.1K ﹤0.01%
351
+125