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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
2676
$1K ﹤0.01%
19
2677
$1K ﹤0.01%
200
2678
$1K ﹤0.01%
50
2679
$1K ﹤0.01%
100
2680
$1K ﹤0.01%
9
2681
$1K ﹤0.01%
288
2682
$1K ﹤0.01%
118
2683
$1K ﹤0.01%
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-190
2684
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150
2685
$1K ﹤0.01%
200
2686
$1K ﹤0.01%
35
2687
– –
-1
2688
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50
2689
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62
2690
$1K ﹤0.01%
103
-1
2691
$1K ﹤0.01%
75
2692
$1K ﹤0.01%
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-285
2693
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25
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$1K ﹤0.01%
100
2695
$1K ﹤0.01%
661
2696
$1K ﹤0.01%
+114
2697
$1K ﹤0.01%
50
2698
$1K ﹤0.01%
13
2699
$1K ﹤0.01%
35
2700
$1K ﹤0.01%
500
106 107
108
109 110