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
2376
$24.5K ﹤0.01%
821
2377
$24.4K ﹤0.01%
645
+640
2378
$24.4K ﹤0.01%
138
+103
2379
$24.3K ﹤0.01%
556
+162
2380
$24.2K ﹤0.01%
383
+150
2381
$24.2K ﹤0.01%
213
+124
2382
$24.1K ﹤0.01%
210
2383
$24.1K ﹤0.01%
+104
2384
$24.1K ﹤0.01%
+1,000
2385
$24K ﹤0.01%
1,927
2386
$24K ﹤0.01%
308
2387
$23.9K ﹤0.01%
343
-16
2388
$23.9K ﹤0.01%
613
+31
2389
$23.8K ﹤0.01%
+150
2390
$23.8K ﹤0.01%
+296
2391
$23.8K ﹤0.01%
700
+300
2392
$23.8K ﹤0.01%
510
-142
2393
$23.7K ﹤0.01%
+373
2394
$23.6K ﹤0.01%
500
2395
$23.6K ﹤0.01%
440
-155
2396
$23.5K ﹤0.01%
567
+91
2397
$23.5K ﹤0.01%
456
+301
2398
$23.4K ﹤0.01%
250
2399
$23.4K ﹤0.01%
3,500
+2,500
2400
$23.4K ﹤0.01%
1,005