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
$1.46B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,459
New
Increased
Reduced
Closed

Top Buys

1
+$8.05M
2
+$7.76M
3
+$5.1M
4
AVGO icon
Broadcom
AVGO
+$4.86M
5
AMT icon
American Tower
AMT
+$4.57M

Top Sells

1
+$8.28M
2
+$3.98M
3
+$3.76M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.94M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.69M

Sector Composition

1 Technology 10.3%
2 Financials 8.85%
3 Consumer Discretionary 8.12%
4 Healthcare 6.64%
5 Communication Services 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.32M 0.09%
25,365
-8,677
227
$1.31M 0.09%
34,958
-59,413
228
$1.31M 0.09%
+30,211
229
$1.29M 0.09%
12,457
+2,232
230
$1.29M 0.09%
19,247
+10,595
231
$1.29M 0.09%
4,703
+542
232
$1.29M 0.09%
17,759
+993
233
$1.28M 0.09%
+12,095
234
$1.26M 0.09%
+8,212
235
$1.25M 0.09%
24,307
-513
236
$1.24M 0.09%
21,401
+102
237
$1.2M 0.08%
579
+293
238
$1.2M 0.08%
10,183
+3,463
239
$1.19M 0.08%
23,516
+5,188
240
$1.18M 0.08%
18,930
+921
241
$1.18M 0.08%
40,124
242
$1.17M 0.08%
19,232
+807
243
$1.17M 0.08%
7,090
+6,337
244
$1.15M 0.08%
20,313
+10,072
245
$1.15M 0.08%
23,450
-205
246
$1.15M 0.08%
28,433
+19,330
247
$1.15M 0.08%
18,459
+16,554
248
$1.14M 0.08%
37,602
+7,470
249
$1.13M 0.08%
22,326
+2,031
250
$1.12M 0.08%
10,383
-5,008
8 9
10
11 12