We are live on ! Find out more
SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $19.6B
1-Year Est. Return 22.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.97B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,903
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$11.6M
3
+$8.59M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$7.49M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.95M

Top Sells

1
+$8.37M
2
+$4.48M
3
+$2.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.7M
5
PANW icon
Palo Alto Networks
PANW
+$2.56M

Sector Composition

1 Technology 9.59%
2 Financials 7.34%
3 Consumer Discretionary 6.8%
4 Healthcare 6.02%
5 Consumer Staples 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2151
$7K ﹤0.01%
260
-15
2152
$7K ﹤0.01%
594
2153
$7K ﹤0.01%
217
+64
2154
$7K ﹤0.01%
167
2155
$7K ﹤0.01%
1,050
2156
$7K ﹤0.01%
300
2157
$7K ﹤0.01%
36
2158
$7K ﹤0.01%
+431
2159
$7K ﹤0.01%
48
2160
$7K ﹤0.01%
120
2161
$7K ﹤0.01%
3,000
2162
$7K ﹤0.01%
500
2163
$7K ﹤0.01%
637
-60
2164
$7K ﹤0.01%
104
+19
2165
$7K ﹤0.01%
1,500
2166
$7K ﹤0.01%
200
2167
$7K ﹤0.01%
4,000
2168
$7K ﹤0.01%
155
2169
– –
0
2170
$7K ﹤0.01%
348
2171
$7K ﹤0.01%
136
+80
2172
$7K ﹤0.01%
137
2173
$7K ﹤0.01%
167
2174
$7K ﹤0.01%
95
-960
2175
$7K ﹤0.01%
343
85 86
87
88 89