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
276
$949K 0.07%
7,158
+567
277
$946K 0.06%
6,560
+126
278
$931K 0.06%
16,151
+485
279
$919K 0.06%
5,701
+167
280
$919K 0.06%
20,405
-5,032
281
$909K 0.06%
32,150
+583
282
$909K 0.06%
16,352
+370
283
$904K 0.06%
14,595
+6,381
284
$898K 0.06%
11,608
-152
285
$896K 0.06%
18,679
-80
286
$889K 0.06%
9,762
-225
287
$889K 0.06%
59,038
-7,492
288
$879K 0.06%
27,365
+573
289
$871K 0.06%
+15,366
290
$859K 0.06%
15,928
+1,488
291
$855K 0.06%
39,974
+1,725
292
$853K 0.06%
+52,596
293
$851K 0.06%
11,542
-2,553
294
$848K 0.06%
3,155
295
$843K 0.06%
4,911
+3,439
296
$840K 0.06%
9,688
+885
297
$836K 0.06%
52,294
+4,838
298
$835K 0.06%
9,577
+114
299
$832K 0.06%
39,043
+14,627
300
$831K 0.06%
11,382
-1,439
10 11
12
13 14