SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $18.2B
1-Year Est. Return 20.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.85%
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 +$19.5M
2 +$17.9M
3 +$11.2M
4
XOM icon
Exxon Mobil
XOM
+$10.6M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$8.2M

Top Sells

1 +$9.77M
2 +$5.92M
3 +$4.16M
4
AMZN icon
Amazon
AMZN
+$3.74M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$3.47M

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
2151
$6K ﹤0.01%
+133
2152
$6K ﹤0.01%
+48
2153
$6K ﹤0.01%
+131
2154
$6K ﹤0.01%
+250
2155
$6K ﹤0.01%
+305
2156
$6K ﹤0.01%
+184
2157
$6K ﹤0.01%
+222
2158
$6K ﹤0.01%
+143
2159
$6K ﹤0.01%
+63
2160
$6K ﹤0.01%
+343
2161
$6K ﹤0.01%
+188
2162
$6K ﹤0.01%
+369
2163
$6K ﹤0.01%
+78
2164
$6K ﹤0.01%
+46
2165
$6K ﹤0.01%
+400
2166
$6K ﹤0.01%
+2
2167
$6K ﹤0.01%
+600
2168
$6K ﹤0.01%
+500
2169
$6K ﹤0.01%
+195
2170
$6K ﹤0.01%
+300
2171
$6K ﹤0.01%
+100
2172
$6K ﹤0.01%
+100
2173
0
2174
$6K ﹤0.01%
+348
2175
$6K ﹤0.01%
+400