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
401
$547K 0.04%
12,031
+1,336
402
$546K 0.04%
12,804
+3,572
403
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30,735
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405
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12,524
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406
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407
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408
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409
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4,025
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410
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411
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412
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5,151
-9,241
413
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9,704
-2,291
414
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415
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416
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417
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20,583
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418
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419
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23,660
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420
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6,681
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421
$509K 0.03%
18,594
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422
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3,271
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423
$505K 0.03%
3,731
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424
$502K 0.03%
63,589
+60,409
425
$499K 0.03%
19,329
-200
15 16
17
18 19