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
576
$251K 0.02%
2,956
+273
577
$250K 0.02%
12,215
-21
578
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2,969
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579
$249K 0.02%
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580
$247K 0.02%
14,900
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581
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3,929
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$246K 0.02%
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583
$246K 0.02%
14,560
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584
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2,457
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585
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15,206
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586
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587
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9,157
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588
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5,172
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589
$229K 0.02%
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590
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591
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592
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594
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595
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596
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3,154
597
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+9,560
598
$221K 0.02%
+7,041
599
$221K 0.02%
4,580
-1,196
600
$219K 0.02%
4,104
-1,063
22 23
24
25 26