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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
$2.72B
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%
+230
2277
$4K ﹤0.01%
+1,000
2278
$4K ﹤0.01%
+912
2279
$4K ﹤0.01%
+2,000
2280
$4K ﹤0.01%
+42
2281
$4K ﹤0.01%
+82
2282
$4K ﹤0.01%
+201
2283
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+73
2284
$4K ﹤0.01%
+75
2285
$4K ﹤0.01%
+103
2286
$4K ﹤0.01%
+3,000
2287
$4K ﹤0.01%
+113
2288
$4K ﹤0.01%
+351
2289
$4K ﹤0.01%
+279
2290
$4K ﹤0.01%
+200
2291
$4K ﹤0.01%
+50
2292
$4K ﹤0.01%
+247
2293
$4K ﹤0.01%
+400
2294
$4K ﹤0.01%
+74
2295
$4K ﹤0.01%
+320
2296
$4K ﹤0.01%
+5
2297
$4K ﹤0.01%
+150
2298
$4K ﹤0.01%
+110
2299
$4K ﹤0.01%
+200
2300
$4K ﹤0.01%
+150