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
2101
$8K ﹤0.01%
+180
2102
$8K ﹤0.01%
+252
2103
$8K ﹤0.01%
+300
2104
$8K ﹤0.01%
+166
2105
$8K ﹤0.01%
+155
2106
$8K ﹤0.01%
+2,000
2107
$7K ﹤0.01%
+106
2108
$7K ﹤0.01%
+236
2109
$7K ﹤0.01%
+350
2110
$7K ﹤0.01%
+300
2111
$7K ﹤0.01%
+155
2112
$7K ﹤0.01%
+60
2113
$7K ﹤0.01%
+165
2114
$7K ﹤0.01%
+126
2115
$7K ﹤0.01%
+202
2116
$7K ﹤0.01%
+113
2117
$7K ﹤0.01%
+500
2118
$7K ﹤0.01%
+200
2119
$7K ﹤0.01%
+1,423
2120
$7K ﹤0.01%
+229
2121
$7K ﹤0.01%
+400
2122
$7K ﹤0.01%
+134
2123
$7K ﹤0.01%
+2,000
2124
$7K ﹤0.01%
+77
2125
$7K ﹤0.01%
+114