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
2376
$3K ﹤0.01%
+93
2377
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+373
2378
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+137
2379
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+55
2380
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2381
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+420
2382
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2383
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+532
2384
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+700
2385
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2386
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2387
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+400
2388
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+4,000
2389
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+4,000
2390
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+70
2391
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2392
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2394
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2395
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+25
2397
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+201
2398
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+300
2399
$3K ﹤0.01%
+146
2400
$3K ﹤0.01%
+73