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
351
$679K 0.05%
16,943
+459
352
$678K 0.05%
29,352
+11,156
353
$678K 0.05%
6,805
+704
354
$676K 0.05%
17,900
355
$670K 0.05%
+41,278
356
$664K 0.05%
13,509
+659
357
$664K 0.05%
13,947
+465
358
$662K 0.05%
45,620
-15,107
359
$661K 0.05%
11,417
+4,414
360
$656K 0.04%
5,973
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361
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4,078
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362
$655K 0.04%
9,568
+15
363
$654K 0.04%
6,818
+1,458
364
$650K 0.04%
6,864
+921
365
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66,243
+17,804
366
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12,235
-1,275
367
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+55,794
368
$640K 0.04%
+10,871
369
$638K 0.04%
5,723
+52
370
$633K 0.04%
+3,851
371
$630K 0.04%
3,162
+144
372
$627K 0.04%
+12,524
373
$626K 0.04%
9,931
374
$623K 0.04%
+4,500
375
$621K 0.04%
16,860
+1,032
13 14
15
16 17