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
2126
$7K ﹤0.01%
+500
2127
$7K ﹤0.01%
+96
2128
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+137
2129
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+211
2130
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2131
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2132
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+12
2133
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+100
2134
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+453
2135
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+150
2136
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+500
2137
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2138
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2140
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+445
2141
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2142
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2143
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2144
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2145
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+500
2146
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2147
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+300
2148
$6K ﹤0.01%
+422
2149
$6K ﹤0.01%
+150
2150
$6K ﹤0.01%
+198