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
2376
$3K ﹤0.01%
+324
2377
$3K ﹤0.01%
+174
2378
$3K ﹤0.01%
+115
2379
$3K ﹤0.01%
+57
2380
$3K ﹤0.01%
+110
2381
$3K ﹤0.01%
+140
2382
$3K ﹤0.01%
+50
2383
$3K ﹤0.01%
+600
2384
$3K ﹤0.01%
+56
2385
$3K ﹤0.01%
+200
2386
$3K ﹤0.01%
+25
2387
$3K ﹤0.01%
+201
2388
$3K ﹤0.01%
+70
2389
$3K ﹤0.01%
+49
2390
$3K ﹤0.01%
+75
2391
$3K ﹤0.01%
+28
2392
$3K ﹤0.01%
+100
2393
$3K ﹤0.01%
+31
2394
$3K ﹤0.01%
+93
2395
$3K ﹤0.01%
+329
2396
$3K ﹤0.01%
+400
2397
$3K ﹤0.01%
+4,000
2398
$3K ﹤0.01%
+300
2399
$3K ﹤0.01%
+4,000
2400
$3K ﹤0.01%
+70
94 95
96
97 98