SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $18.2B
1-Year Est. Return 20.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.84%
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
2226
$5K ﹤0.01%
+525
2227
$5K ﹤0.01%
+900
2228
$5K ﹤0.01%
+461
2229
$5K ﹤0.01%
+110
2230
$5K ﹤0.01%
+1,000
2231
$5K ﹤0.01%
+375
2232
$5K ﹤0.01%
+400
2233
$5K ﹤0.01%
+500
2234
$5K ﹤0.01%
+125
2235
$5K ﹤0.01%
+32
2236
$5K ﹤0.01%
+200
2237
$5K ﹤0.01%
+72
2238
$5K ﹤0.01%
+217
2239
$5K ﹤0.01%
+1,200
2240
$5K ﹤0.01%
+64
2241
$5K ﹤0.01%
+112
2242
$5K ﹤0.01%
+153
2243
$5K ﹤0.01%
+208
2244
$5K ﹤0.01%
+75
2245
$5K ﹤0.01%
+100
2246
$5K ﹤0.01%
+1,000
2247
$5K ﹤0.01%
+92
2248
$5K ﹤0.01%
+600
2249
$5K ﹤0.01%
+406
2250
$5K ﹤0.01%
+600