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
2601
$2K ﹤0.01%
+21
2602
$2K ﹤0.01%
61
2603
$2K ﹤0.01%
+48
2604
$2K ﹤0.01%
1,025
2605
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+60
2606
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181
2607
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86
-648
2608
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75
2609
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400
2610
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22
+2
2611
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45
2612
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36
-37
2613
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28
2614
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100
2615
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65
2616
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120
2617
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60
2618
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+256
2619
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+20
2620
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143
2621
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6
-2
2622
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88
2623
$2K ﹤0.01%
+343
2624
$2K ﹤0.01%
45
2625
$2K ﹤0.01%
344
103 104
105
106 107