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
526
$308K 0.02%
1,628
+1,533
527
$308K 0.02%
3,691
+103
528
$307K 0.02%
+4,191
529
$307K 0.02%
5,655
+1,257
530
$306K 0.02%
3,351
+797
531
$305K 0.02%
52,680
+6,520
532
$305K 0.02%
9,114
+7,166
533
$302K 0.02%
8,879
-818
534
$302K 0.02%
5,027
+1,808
535
$301K 0.02%
+7,013
536
$301K 0.02%
27,720
-210
537
$301K 0.02%
2,999
-2,400
538
$298K 0.02%
5,270
+4,392
539
$293K 0.02%
132
540
$293K 0.02%
6,994
-6,730
541
$293K 0.02%
5,038
+980
542
$289K 0.02%
6,578
-1,890
543
$288K 0.02%
1,717
+600
544
$288K 0.02%
10,033
+8,767
545
$288K 0.02%
17,630
+3,450
546
$287K 0.02%
2,864
-1,900
547
$286K 0.02%
+5,400
548
$284K 0.02%
+2,414
549
$282K 0.02%
22,100
550
$282K 0.02%
16,715
+3,890
20 21
22
23 24