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
26
$9.51M 0.65%
110,025
+6,167
27
$9.06M 0.62%
302,083
+20,826
28
$8.94M 0.61%
112,811
+4,594
29
$8.93M 0.61%
55,738
+5,497
30
$8.74M 0.6%
233,085
-12,485
31
$8.62M 0.59%
80,410
-6,925
32
$8.1M 0.55%
240,469
+1,573
33
$7.7M 0.53%
114,034
+5,647
34
$7.68M 0.53%
38,522
+1,683
35
$7.47M 0.51%
42,679
+1,076
36
$7.36M 0.5%
98,595
+4,816
37
$7.32M 0.5%
71,560
+41,557
38
$6.97M 0.48%
111,746
+6,663
39
$6.93M 0.47%
134,320
-1,900
40
$6.71M 0.46%
42,174
+17,179
41
$6.68M 0.46%
59,190
+9,497
42
$6.44M 0.44%
56,470
-797
43
$6.36M 0.44%
68,139
+25,160
44
$6.31M 0.43%
62,843
+1,789
45
$6.26M 0.43%
42,673
+2,149
46
$6.17M 0.42%
49,060
+3,360
47
$6.11M 0.42%
142,362
+3,736
48
$6.07M 0.42%
21,622
+153
49
$5.92M 0.41%
37,884
+1,017
50
$5.86M 0.4%
61,897
-4,419
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