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
2051
$9K ﹤0.01%
+1,000
2052
$8K ﹤0.01%
+29
2053
$8K ﹤0.01%
+675
2054
$8K ﹤0.01%
+331
2055
$8K ﹤0.01%
+225
2056
$8K ﹤0.01%
+193
2057
$8K ﹤0.01%
+615
2058
$8K ﹤0.01%
+830
2059
$8K ﹤0.01%
+600
2060
$8K ﹤0.01%
+170
2061
$8K ﹤0.01%
+57
2062
$8K ﹤0.01%
+664
2063
$8K ﹤0.01%
+594
2064
$8K ﹤0.01%
+616
2065
$8K ﹤0.01%
+2,000
2066
$8K ﹤0.01%
+344
2067
$8K ﹤0.01%
+6
2068
$8K ﹤0.01%
+315
2069
$8K ﹤0.01%
+624
2070
$8K ﹤0.01%
+210
2071
$8K ﹤0.01%
+994
2072
$8K ﹤0.01%
+990
2073
$8K ﹤0.01%
+128
2074
$8K ﹤0.01%
+236
2075
$8K ﹤0.01%
+250