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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
2376
$3K ﹤0.01%
+49
2377
$3K ﹤0.01%
+75
2378
$3K ﹤0.01%
+28
2379
$3K ﹤0.01%
+100
2380
$3K ﹤0.01%
+31
2381
$3K ﹤0.01%
+93
2382
$3K ﹤0.01%
+137
2383
$3K ﹤0.01%
+55
2384
$3K ﹤0.01%
+42
2385
$3K ﹤0.01%
+420
2386
$3K ﹤0.01%
+184
2387
$3K ﹤0.01%
+329
2388
$3K ﹤0.01%
+400
2389
$3K ﹤0.01%
+4,000
2390
$3K ﹤0.01%
+300
2391
$3K ﹤0.01%
+4,000
2392
$3K ﹤0.01%
+70
2393
$3K ﹤0.01%
+100
2394
$3K ﹤0.01%
+50
2395
$3K ﹤0.01%
+146
2396
$3K ﹤0.01%
+73
2397
$3K ﹤0.01%
+373
2398
$3K ﹤0.01%
+135
2399
$3K ﹤0.01%
+532
2400
$3K ﹤0.01%
+700