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
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42
2629
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300
2630
$1K ﹤0.01%
3
2631
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100
2632
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2633
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2634
$1K ﹤0.01%
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2635
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100
2636
– –
-1
2637
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50
2638
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2639
$1K ﹤0.01%
+100
2640
$1K ﹤0.01%
17
-21
2641
$1K ﹤0.01%
600
2642
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203
-5,000
2643
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64
+23
2644
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35
2645
– –
0
2646
$1K ﹤0.01%
200
2647
$1K ﹤0.01%
+34
2648
$1K ﹤0.01%
81
+44
2649
$1K ﹤0.01%
410
-150
2650
$1K ﹤0.01%
+35
104 105
106
107 108