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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
2626
$2K ﹤0.01%
88
2627
$2K ﹤0.01%
+227
2628
$2K ﹤0.01%
+275
2629
$2K ﹤0.01%
+70
2630
$1K ﹤0.01%
+34
2631
$1K ﹤0.01%
81
+44
2632
$1K ﹤0.01%
410
-150
2633
$1K ﹤0.01%
3
2634
$1K ﹤0.01%
100
2635
$1K ﹤0.01%
+35
2636
$1K ﹤0.01%
18
2637
$1K ﹤0.01%
+77
2638
$1K ﹤0.01%
30
2639
$1K ﹤0.01%
75
-685
2640
$1K ﹤0.01%
105
2641
$1K ﹤0.01%
32
2642
$1K ﹤0.01%
25
+5
2643
$1K ﹤0.01%
305
2644
$1K ﹤0.01%
+100
2645
$1K ﹤0.01%
162
2646
$1K ﹤0.01%
187
-166
2647
$1K ﹤0.01%
175
-625
2648
$1K ﹤0.01%
+50
2649
$1K ﹤0.01%
78
2650
$1K ﹤0.01%
22
104 105
106
107 108