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
551
$282K 0.02%
7,505
+1,326
552
$281K 0.02%
5,457
-469
553
$280K 0.02%
2,550
+960
554
$280K 0.02%
15,010
555
$271K 0.02%
2,834
-133
556
$270K 0.02%
16,140
-79
557
$269K 0.02%
26,825
+425
558
$269K 0.02%
14,631
-16,596
559
$267K 0.02%
+8,090
560
$266K 0.02%
4,074
+150
561
$266K 0.02%
8,749
-7,927
562
$266K 0.02%
8,810
-7,029
563
$265K 0.02%
+4,381
564
$265K 0.02%
5,173
+3,894
565
$265K 0.02%
2,058
+1,958
566
$265K 0.02%
22,971
-288
567
$264K 0.02%
+5,400
568
$261K 0.02%
57,700
+25,050
569
$260K 0.02%
8,860
+7,488
570
$259K 0.02%
+8,757
571
$256K 0.02%
10,069
+2,818
572
$255K 0.02%
13,080
-10,675
573
$255K 0.02%
40,779
+579
574
$254K 0.02%
8,230
+1,370
575
$254K 0.02%
7,584
-362
21 22
23
24 25