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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
$3.97B
AUM Growth
+$457M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,952
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$7.18M
3
+$6.74M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$6.23M
5
MSFT icon
Microsoft
MSFT
+$6.11M

Top Sells

1
+$9.73M
2
+$9.56M
3
+$7.62M
4
T icon
AT&T
T
+$6.88M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.02M

Sector Composition

1 Technology 14.82%
2 Consumer Discretionary 8.27%
3 Healthcare 6.67%
4 Financials 5.61%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$3K ﹤0.01%
+33
2477
$3K ﹤0.01%
1,041
2478
$3K ﹤0.01%
+99
2479
$3K ﹤0.01%
203
2480
$3K ﹤0.01%
100
2481
$3K ﹤0.01%
100
2482
$3K ﹤0.01%
200
2483
$3K ﹤0.01%
+55
2484
$3K ﹤0.01%
123
2485
$3K ﹤0.01%
36
2486
$3K ﹤0.01%
86
2487
$3K ﹤0.01%
1
2488
$3K ﹤0.01%
51
2489
$3K ﹤0.01%
212
2490
$3K ﹤0.01%
3
+1
2491
$3K ﹤0.01%
6
2492
$3K ﹤0.01%
+50
2493
$3K ﹤0.01%
55
2494
$3K ﹤0.01%
+167
2495
$3K ﹤0.01%
63
2496
$3K ﹤0.01%
306
-95
2497
$3K ﹤0.01%
86
2498
$3K ﹤0.01%
102
+1
2499
$3K ﹤0.01%
68
2500
$3K ﹤0.01%
60
-67
98 99
100
101 102