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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
$2.97B
AUM Growth
+$243M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,903
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$11.6M
3
+$8.59M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$7.49M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.95M

Top Sells

1
+$8.37M
2
+$4.48M
3
+$2.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.7M
5
PANW icon
Palo Alto Networks
PANW
+$2.56M

Sector Composition

1 Technology 9.59%
2 Financials 7.34%
3 Consumer Discretionary 6.8%
4 Healthcare 6.02%
5 Consumer Staples 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2401
$2K ﹤0.01%
51
2402
$2K ﹤0.01%
230
2403
$2K ﹤0.01%
500
2404
$2K ﹤0.01%
366
-8
2405
$2K ﹤0.01%
150
2406
$2K ﹤0.01%
+50
2407
$2K ﹤0.01%
500
2408
$2K ﹤0.01%
+65
2409
$2K ﹤0.01%
372
2410
$2K ﹤0.01%
+51
2411
$2K ﹤0.01%
+270
2412
$2K ﹤0.01%
244
+10
2413
$2K ﹤0.01%
210
2414
$2K ﹤0.01%
100
2415
$2K ﹤0.01%
41
2416
$2K ﹤0.01%
12
2417
$2K ﹤0.01%
36
2418
$2K ﹤0.01%
100
2419
$2K ﹤0.01%
78
2420
$2K ﹤0.01%
26
2421
$2K ﹤0.01%
400
-100
2422
$2K ﹤0.01%
702
2423
$2K ﹤0.01%
+123
2424
$2K ﹤0.01%
17
2425
$2K ﹤0.01%
61
95 96
97
98 99