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%
500
2652
$1K ﹤0.01%
798
+358
2653
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2654
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600
2655
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2656
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66
2657
– –
0
2658
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2659
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2660
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17
2661
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62
-2,094
2662
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2663
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2664
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+34
2665
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81
+44
2666
$1K ﹤0.01%
410
-150
2667
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3
2668
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2669
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+35
2670
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18
2671
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+77
2672
$1K ﹤0.01%
30
2673
$1K ﹤0.01%
75
-685
2674
$1K ﹤0.01%
105
2675
$1K ﹤0.01%
32
105 106
107
108 109