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
$5.69B
AUM Growth
+$1.07B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,563
New
Increased
Reduced
Closed

Top Buys

1
+$46M
2
+$33.8M
3
+$18.9M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$15.4M
5
MSFT icon
Microsoft
MSFT
+$14.7M

Top Sells

1
+$16.7M
2
+$14.1M
3
+$8.08M
4
IAU icon
iShares Gold Trust
IAU
+$6.52M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$6.49M

Sector Composition

1 Technology 13.68%
2 Consumer Discretionary 7.41%
3 Financials 6.55%
4 Healthcare 6.52%
5 Communication Services 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2276
$29.4K ﹤0.01%
+3,000
2277
$29.4K ﹤0.01%
1,940
+1,340
2278
$29.3K ﹤0.01%
+460
2279
$29.2K ﹤0.01%
964
+324
2280
$29.1K ﹤0.01%
+6,200
2281
$28.9K ﹤0.01%
398
+56
2282
$28.9K ﹤0.01%
758
-1,892
2283
$28.8K ﹤0.01%
70
+50
2284
$28.8K ﹤0.01%
+559
2285
$28.8K ﹤0.01%
587
+138
2286
$28.7K ﹤0.01%
1,088
+488
2287
$28.6K ﹤0.01%
+1,000
2288
$28.6K ﹤0.01%
941
+2
2289
$28.5K ﹤0.01%
681
+540
2290
$28.5K ﹤0.01%
1,262
+1,000
2291
$28.4K ﹤0.01%
2,426
+1,353
2292
$28.4K ﹤0.01%
+1,000
2293
$28.4K ﹤0.01%
796
+80
2294
$28.3K ﹤0.01%
+500
2295
$28.3K ﹤0.01%
1,725
2296
$28.2K ﹤0.01%
+4,739
2297
$28.2K ﹤0.01%
+1,474
2298
$28.1K ﹤0.01%
4,500
2299
$28.1K ﹤0.01%
407
2300
$28.1K ﹤0.01%
+330
90 91
92
93 94