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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
2551
$2K ﹤0.01%
300
2552
$2K ﹤0.01%
30
2553
$2K ﹤0.01%
100
-5,518
2554
$2K ﹤0.01%
+40
2555
$2K ﹤0.01%
214
2556
$2K ﹤0.01%
125
2557
$2K ﹤0.01%
368
+100
2558
$2K ﹤0.01%
480
2559
$2K ﹤0.01%
210
2560
$2K ﹤0.01%
+147
2561
$2K ﹤0.01%
137
2562
$2K ﹤0.01%
12
2563
$2K ﹤0.01%
78
2564
$2K ﹤0.01%
100
2565
$2K ﹤0.01%
+40
2566
$2K ﹤0.01%
65
2567
$2K ﹤0.01%
143
2568
$2K ﹤0.01%
+20
2569
$2K ﹤0.01%
100
2570
$2K ﹤0.01%
30
-75
2571
$2K ﹤0.01%
175
+92
2572
$2K ﹤0.01%
250
-20
2573
$2K ﹤0.01%
38
2574
$2K ﹤0.01%
560
2575
$2K ﹤0.01%
+32
101 102
103
104 105