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
351
$1.72M 0.04%
5,123
-32
352
$1.71M 0.04%
18,293
+73
353
$1.71M 0.04%
117,080
-11,990
354
$1.71M 0.04%
66,767
-249
355
$1.7M 0.04%
27,390
+3,158
356
$1.7M 0.04%
53,442
+2,100
357
$1.68M 0.04%
4,067
+297
358
$1.67M 0.04%
19,314
-812
359
$1.67M 0.04%
30,383
+2,775
360
$1.65M 0.04%
30,746
-843
361
$1.63M 0.04%
146,929
-9,881
362
$1.61M 0.04%
2,877
+1,717
363
$1.6M 0.04%
130,711
+19,085
364
$1.59M 0.04%
50,764
-508
365
$1.58M 0.04%
7,355
+869
366
$1.58M 0.04%
14,608
-4,782
367
$1.57M 0.04%
32,039
-3,644
368
$1.56M 0.04%
12,816
+709
369
$1.56M 0.04%
22,570
-849
370
$1.55M 0.04%
6,393
+2,890
371
$1.55M 0.04%
15,940
-136
372
$1.54M 0.04%
13,903
+11,490
373
$1.53M 0.04%
23,066
-105
374
$1.52M 0.04%
11,524
+313
375
$1.52M 0.04%
103,143
+14,279
13 14
15
16 17