SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $17.4B
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
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
+$20M
2
+$18.2M
3
+$11.3M
4
XOM icon
Exxon Mobil
XOM
+$10.5M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$8.43M

Top Sells

1
+$9.76M
2
+$6.38M
3
+$3.8M
4
SNP
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
+$3.66M
5
URI icon
United Rentals
URI
+$3.34M

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%
+49
2277
$4K ﹤0.01%
+85
2278
$4K ﹤0.01%
+61
2279
$4K ﹤0.01%
+37
2280
$4K ﹤0.01%
+156
2281
$4K ﹤0.01%
+172
2282
$4K ﹤0.01%
+177
2283
$4K ﹤0.01%
+35
2284
$4K ﹤0.01%
+320
2285
$4K ﹤0.01%
+700
2286
$4K ﹤0.01%
+230
2287
$4K ﹤0.01%
+1,000
2288
$4K ﹤0.01%
+912
2289
$4K ﹤0.01%
+2,000
2290
$4K ﹤0.01%
+42
2291
$4K ﹤0.01%
+82
2292
$4K ﹤0.01%
+201
2293
$4K ﹤0.01%
+108
2294
$4K ﹤0.01%
+72
2295
$4K ﹤0.01%
+103
2296
$4K ﹤0.01%
+3,000
2297
$4K ﹤0.01%
+113
2298
$4K ﹤0.01%
+351
2299
$4K ﹤0.01%
+279
2300
$4K ﹤0.01%
+200
90 91
92
93 94