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
426
$1.22M 0.03%
+32,547
427
$1.22M 0.03%
15,145
+1,986
428
$1.22M 0.03%
3,416
-46
429
$1.22M 0.03%
66,427
+2,350
430
$1.22M 0.03%
80,933
-40,603
431
$1.21M 0.03%
247,423
+12
432
$1.21M 0.03%
27,388
+143
433
$1.21M 0.03%
14,990
+538
434
$1.2M 0.03%
22,201
-788
435
$1.19M 0.03%
52,849
+1,000
436
$1.19M 0.03%
112,793
+84,087
437
$1.19M 0.03%
54,247
+50,662
438
$1.17M 0.03%
25,005
-216
439
$1.17M 0.03%
39,200
+3,196
440
$1.16M 0.03%
13,856
+2,172
441
$1.16M 0.03%
32,444
+725
442
$1.16M 0.03%
23,388
-1,627
443
$1.16M 0.03%
51,840
-1,599
444
$1.16M 0.03%
24,084
-1,913
445
$1.16M 0.03%
47,571
+1,545
446
$1.15M 0.03%
14,753
+714
447
$1.14M 0.03%
36,668
-489
448
$1.14M 0.03%
17,941
+8,970
449
$1.14M 0.03%
12,366
-11,090
450
$1.13M 0.03%
30,365
+964
16 17
18
19 20