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
2451
$2K ﹤0.01%
+27
2452
$2K ﹤0.01%
+89
2453
$2K ﹤0.01%
+2,435
2454
$2K ﹤0.01%
+23
2455
$2K ﹤0.01%
+150
2456
$2K ﹤0.01%
+147
2457
$2K ﹤0.01%
+200
2458
$2K ﹤0.01%
+395
2459
$2K ﹤0.01%
+20
2460
$2K ﹤0.01%
+64
2461
$2K ﹤0.01%
+364
2462
$2K ﹤0.01%
+69
2463
$2K ﹤0.01%
+133
2464
$2K ﹤0.01%
+36
2465
$2K ﹤0.01%
+51
2466
$2K ﹤0.01%
+70
2467
$2K ﹤0.01%
+51
2468
$2K ﹤0.01%
+76
2469
$2K ﹤0.01%
+49
2470
$2K ﹤0.01%
+100
2471
$2K ﹤0.01%
+23
2472
$2K ﹤0.01%
+288
2473
$2K ﹤0.01%
+50
2474
$2K ﹤0.01%
+200
2475
$2K ﹤0.01%
+83
97 98
99
100 101