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
501
$336K 0.02%
+3,642
502
$335K 0.02%
12,287
+2,389
503
$334K 0.02%
4,881
+680
504
$334K 0.02%
4,054
+3,053
505
$332K 0.02%
25,131
506
$330K 0.02%
6,569
+400
507
$327K 0.02%
10,539
-538
508
$326K 0.02%
11,070
+730
509
$326K 0.02%
5,737
-5,492
510
$324K 0.02%
3,326
+334
511
$323K 0.02%
14,756
512
$321K 0.02%
18,847
+8,749
513
$320K 0.02%
1,967
+234
514
$319K 0.02%
+3,016
515
$317K 0.02%
11,158
+1,999
516
$316K 0.02%
12,379
+100
517
$316K 0.02%
9,428
+849
518
$316K 0.02%
2,063
-1
519
$315K 0.02%
+5,117
520
$315K 0.02%
8,368
+1,985
521
$314K 0.02%
6,233
+1,902
522
$313K 0.02%
12,344
+4,791
523
$313K 0.02%
1,683
-49
524
$312K 0.02%
3,708
+3,584
525
$308K 0.02%
+2,700
19 20
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