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
2626
$2K ﹤0.01%
61
2627
$2K ﹤0.01%
57
2628
$2K ﹤0.01%
42
2629
$2K ﹤0.01%
300
2630
$1K ﹤0.01%
19
2631
$1K ﹤0.01%
78
2632
$1K ﹤0.01%
22
2633
$1K ﹤0.01%
+78
2634
$1K ﹤0.01%
180
2635
$1K ﹤0.01%
+100
2636
$1K ﹤0.01%
17
-21
2637
$1K ﹤0.01%
600
2638
$1K ﹤0.01%
203
-5,000
2639
$1K ﹤0.01%
10
2640
$1K ﹤0.01%
67
+1
2641
$1K ﹤0.01%
31
2642
$1K ﹤0.01%
198
-387
2643
$1K ﹤0.01%
42
2644
$1K ﹤0.01%
13
2645
$1K ﹤0.01%
64
+23
2646
$1K ﹤0.01%
288
2647
$1K ﹤0.01%
21
2648
$1K ﹤0.01%
118
2649
$1K ﹤0.01%
100
-190
2650
$1K ﹤0.01%
35
104 105
106
107 108