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
2701
$1K ﹤0.01%
19
2702
$1K ﹤0.01%
200
2703
$1K ﹤0.01%
50
2704
$1K ﹤0.01%
100
2705
$1K ﹤0.01%
9
2706
$1K ﹤0.01%
150
2707
$1K ﹤0.01%
200
2708
$1K ﹤0.01%
35
2709
– –
-1
2710
$1K ﹤0.01%
50
2711
$1K ﹤0.01%
62
2712
$1K ﹤0.01%
103
-1
2713
$1K ﹤0.01%
75
2714
$1K ﹤0.01%
88
-285
2715
$1K ﹤0.01%
25
2716
$1K ﹤0.01%
100
2717
$1K ﹤0.01%
661
2718
$1K ﹤0.01%
+114
2719
$1K ﹤0.01%
50
2720
$1K ﹤0.01%
13
2721
$1K ﹤0.01%
150
2722
$1K ﹤0.01%
379
2723
– –
-200
2724
– –
0
2725
– –
-3
107 108
109
110 111