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
2426
$2K ﹤0.01%
+137
2427
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+32
2428
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+208
2429
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+150
2430
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+38
2431
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+13
2432
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+300
2433
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+57
2434
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+27
2435
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+89
2436
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+150
2437
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+147
2438
$2K ﹤0.01%
+364
2439
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+69
2440
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+133
2441
$2K ﹤0.01%
+36
2442
$2K ﹤0.01%
+51
2443
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+70
2444
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+51
2445
$2K ﹤0.01%
+76
2446
$2K ﹤0.01%
+288
2447
$2K ﹤0.01%
+325
2448
$2K ﹤0.01%
+102
2449
$2K ﹤0.01%
+13
2450
$2K ﹤0.01%
+251
96 97
98
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