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

Top Buys

1
+$8.41M
2
+$7.28M
3
+$7.15M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$6.15M
5
MSFT icon
Microsoft
MSFT
+$6.12M

Top Sells

1
+$10.2M
2
+$9.79M
3
+$7.35M
4
T icon
AT&T
T
+$6.63M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.93M

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
2526
$3K ﹤0.01%
108
2527
$3K ﹤0.01%
350
2528
$3K ﹤0.01%
+62
2529
$3K ﹤0.01%
149
2530
$3K ﹤0.01%
3,007
2531
$3K ﹤0.01%
108
-109,837
2532
$3K ﹤0.01%
200
+190
2533
$3K ﹤0.01%
430
-116
2534
$3K ﹤0.01%
291
2535
$3K ﹤0.01%
+15
2536
$3K ﹤0.01%
46
2537
$3K ﹤0.01%
73
2538
$3K ﹤0.01%
200
2539
$3K ﹤0.01%
200
-105
2540
$3K ﹤0.01%
484
2541
$3K ﹤0.01%
135
2542
$3K ﹤0.01%
568
2543
$3K ﹤0.01%
100
2544
$3K ﹤0.01%
20
+5
2545
$3K ﹤0.01%
180
2546
$3K ﹤0.01%
410
2547
$3K ﹤0.01%
2,898
2548
$3K ﹤0.01%
4,000
2549
$3K ﹤0.01%
+145
2550
$3K ﹤0.01%
155
100 101
102
103 104