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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
2726
– –
-200
2727
– –
-2,200
2728
– –
-85
2729
$0 ﹤0.01%
1
2730
$0 ﹤0.01%
542
-385
2731
$0 ﹤0.01%
5
2732
$0 ﹤0.01%
158
2733
$0 ﹤0.01%
2
-3
2734
$0 ﹤0.01%
230
-1,750
2735
– –
-1,000
2736
$0 ﹤0.01%
3
2737
– –
-7
2738
– –
-35
2739
$0 ﹤0.01%
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2740
$0 ﹤0.01%
100
2741
$0 ﹤0.01%
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2742
– –
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2743
$0 ﹤0.01%
67
2744
$0 ﹤0.01%
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2745
$0 ﹤0.01%
5
2746
– –
-200
2747
$0 ﹤0.01%
10
2748
– –
-160
2749
– –
-100
2750
$0 ﹤0.01%
3
108 109
110
111 112