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
2276
$4K ﹤0.01%
+1,000
2277
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+912
2278
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+2,000
2279
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+42
2280
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+82
2281
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2282
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2283
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+75
2284
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+3,000
2285
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+113
2286
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+351
2287
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+279
2288
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+200
2289
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+50
2290
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2291
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2292
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2293
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2294
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+5
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2296
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+110
2297
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+200
2298
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+35
2299
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+150
2300
$4K ﹤0.01%
+210