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

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
2026
$9K ﹤0.01%
+628
2027
$9K ﹤0.01%
+593
2028
$9K ﹤0.01%
+300
2029
$9K ﹤0.01%
+270
2030
$9K ﹤0.01%
+100
2031
$9K ﹤0.01%
+2,000
2032
$9K ﹤0.01%
+46
2033
$9K ﹤0.01%
+804
2034
$9K ﹤0.01%
+1,000
2035
$9K ﹤0.01%
+1,580
2036
$9K ﹤0.01%
+224
2037
$9K ﹤0.01%
+100
2038
$9K ﹤0.01%
+164
2039
$9K ﹤0.01%
+358
2040
$9K ﹤0.01%
+100
2041
$9K ﹤0.01%
+250
2042
$9K ﹤0.01%
+669
2043
$9K ﹤0.01%
+346
2044
$9K ﹤0.01%
+162
2045
$9K ﹤0.01%
+275
2046
$9K ﹤0.01%
+1,080
2047
$9K ﹤0.01%
+167
2048
$9K ﹤0.01%
+1,500
2049
$9K ﹤0.01%
+650
2050
$9K ﹤0.01%
+400