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
476
$388K 0.03%
5,359
+710
477
$380K 0.03%
15,502
+2,146
478
$377K 0.03%
5,940
-376
479
$377K 0.03%
20,224
-1,106
480
$376K 0.03%
2,671
+587
481
$375K 0.03%
+3,236
482
$374K 0.03%
+7,741
483
$374K 0.03%
4,923
+4,876
484
$373K 0.03%
2,633
+1,049
485
$372K 0.03%
7,323
+6,281
486
$372K 0.03%
10,101
+9,785
487
$372K 0.03%
3,691
+907
488
$371K 0.03%
4,445
+473
489
$367K 0.03%
+13,600
490
$363K 0.02%
+12,501
491
$363K 0.02%
+21,826
492
$362K 0.02%
5,973
+326
493
$362K 0.02%
2,660
+2,097
494
$359K 0.02%
6,700
-428
495
$358K 0.02%
3,075
+163
496
$356K 0.02%
3,601
+10
497
$354K 0.02%
3,440
+208
498
$354K 0.02%
5,823
+45
499
$353K 0.02%
4,152
+629
500
$344K 0.02%
+2,171
18 19
20
21 22