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
2576
$2K ﹤0.01%
150
2577
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200
2578
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+227
2579
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30
2580
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100
-5,518
2581
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125
2582
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368
+100
2583
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480
2584
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210
2585
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+147
2586
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137
2587
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2588
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2589
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+40
2590
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65
2591
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+275
2592
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+145
2593
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+70
2594
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143
2595
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+20
2596
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560
2597
$2K ﹤0.01%
+32
2598
$2K ﹤0.01%
100
2599
$2K ﹤0.01%
51
-74
2600
$2K ﹤0.01%
+304
102 103
104
105 106