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%
103
-1
2702
$1K ﹤0.01%
75
2703
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88
-285
2704
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25
2705
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100
2706
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2707
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+114
2708
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50
2709
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2710
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500
2711
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798
+358
2712
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20
2713
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600
2714
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+12
2715
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66
2716
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150
2717
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379
2718
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400
2719
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17
2720
$1K ﹤0.01%
62
-2,094
2721
$1K ﹤0.01%
300
2722
$1K ﹤0.01%
44
2723
– –
-500
2724
$0 ﹤0.01%
8
2725
$0 ﹤0.01%
1
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107 108
109
110 111