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
2651
$1K ﹤0.01%
18
2652
$1K ﹤0.01%
+77
2653
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30
2654
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75
-685
2655
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105
2656
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25
+5
2657
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305
2658
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+100
2659
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162
2660
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187
-166
2661
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175
-625
2662
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2663
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78
2664
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22
2665
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+78
2666
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2667
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10
2668
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67
+1
2669
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20
-440
2670
$1K ﹤0.01%
60
-63
2671
$1K ﹤0.01%
52
2672
$1K ﹤0.01%
130
2673
$1K ﹤0.01%
100
-25,554
2674
$1K ﹤0.01%
31
2675
$1K ﹤0.01%
198
-387
105 106
107
108 109