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
$1.46B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,459
New
Increased
Reduced
Closed

Top Buys

1
+$8.05M
2
+$7.76M
3
+$5.1M
4
AVGO icon
Broadcom
AVGO
+$4.86M
5
AMT icon
American Tower
AMT
+$4.57M

Top Sells

1
+$8.28M
2
+$3.98M
3
+$3.76M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.94M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.69M

Sector Composition

1 Technology 10.3%
2 Financials 8.85%
3 Consumer Discretionary 8.12%
4 Healthcare 6.64%
5 Communication Services 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.1M 0.08%
39,619
+960
252
$1.1M 0.08%
11,027
+341
253
$1.09M 0.07%
33,171
+12,625
254
$1.08M 0.07%
4,508
+2,001
255
$1.08M 0.07%
4,176
-4,508
256
$1.07M 0.07%
24,218
+89
257
$1.06M 0.07%
43,069
+14,520
258
$1.05M 0.07%
14,689
+795
259
$1.04M 0.07%
16,668
+2,341
260
$1.04M 0.07%
16,792
-89
261
$1.03M 0.07%
5,950
+266
262
$1.02M 0.07%
13,594
-392
263
$1.02M 0.07%
4,722
-1,199
264
$1.02M 0.07%
15,519
+2,305
265
$1.01M 0.07%
+11,115
266
$1M 0.07%
45,724
-35,781
267
$1M 0.07%
38,541
+5,058
268
$997K 0.07%
6,659
+107
269
$996K 0.07%
13,847
+2,683
270
$995K 0.07%
9,220
+449
271
$992K 0.07%
12,411
-2,090
272
$974K 0.07%
41,487
+7,630
273
$960K 0.07%
65,755
+11,616
274
$957K 0.07%
12,929
+4,194
275
$951K 0.07%
+68,815
9 10
11
12 13