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
401
$1.38M 0.03%
4,898
-1,486
402
$1.35M 0.03%
24,645
+8,410
403
$1.35M 0.03%
8,285
+265
404
$1.34M 0.03%
6,044
+222
405
$1.34M 0.03%
4,086
+381
406
$1.31M 0.03%
3,425
-50
407
$1.3M 0.03%
36,316
-1,324
408
$1.3M 0.03%
22,845
-291
409
$1.3M 0.03%
11,745
+235
410
$1.29M 0.03%
45,159
-5,369
411
$1.28M 0.03%
17,020
+878
412
$1.28M 0.03%
120,167
-53,306
413
$1.27M 0.03%
36,568
-5,850
414
$1.26M 0.03%
24,825
+23,305
415
$1.25M 0.03%
14,996
+1,172
416
$1.25M 0.03%
15,430
+12,230
417
$1.25M 0.03%
1,058
+915
418
$1.24M 0.03%
17,191
-57
419
$1.24M 0.03%
18,805
-18,529
420
$1.24M 0.03%
3,784
+135
421
$1.24M 0.03%
42,327
+18,947
422
$1.24M 0.03%
28,532
+608
423
$1.23M 0.03%
5,217
+120
424
$1.23M 0.03%
74,460
+19,452
425
$1.23M 0.03%
3,441
-30
15 16
17
18 19