SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $18.2B
1-Year Est. Return 20.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.84%
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
2651
$1K ﹤0.01%
22
2652
$1K ﹤0.01%
+78
2653
$1K ﹤0.01%
180
2654
$1K ﹤0.01%
29
2655
$1K ﹤0.01%
203
-5,000
2656
$1K ﹤0.01%
10
2657
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67
+1
2658
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20
-440
2659
$1K ﹤0.01%
60
-63
2660
$1K ﹤0.01%
52
2661
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130
2662
$1K ﹤0.01%
100
-25,554
2663
$1K ﹤0.01%
31
2664
$1K ﹤0.01%
198
-387
2665
$1K ﹤0.01%
42
2666
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13
2667
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100
2668
$1K ﹤0.01%
2
-5
2669
$1K ﹤0.01%
25
2670
$1K ﹤0.01%
63
-104
2671
$1K ﹤0.01%
29
-31
2672
$1K ﹤0.01%
269
2673
$1K ﹤0.01%
67
-301
2674
$1K ﹤0.01%
200
-50
2675
$1K ﹤0.01%
64
+23
105 106
107
108 109