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
651
$167K 0.01%
1,533
+251
652
$164K 0.01%
1,238
+22
653
$163K 0.01%
16,331
+15
654
$163K 0.01%
2,455
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655
$163K 0.01%
2,945
+1,295
656
$162K 0.01%
3,207
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657
$162K 0.01%
10,209
-1,755
658
$162K 0.01%
9,855
+3,570
659
$161K 0.01%
1,249
660
$160K 0.01%
4,192
+2,288
661
$157K 0.01%
7,000
+350
662
$157K 0.01%
1,985
+1,758
663
$157K 0.01%
21,517
+4
664
$157K 0.01%
8,785
665
$156K 0.01%
+7,151
666
$156K 0.01%
8,920
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667
$156K 0.01%
+12,500
668
$156K 0.01%
6,292
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669
$155K 0.01%
8,710
+3,418
670
$154K 0.01%
3,945
+203
671
$153K 0.01%
+1,982
672
$153K 0.01%
1,084
+57
673
$152K 0.01%
3,124
-13
674
$152K 0.01%
+2,395
675
$152K 0.01%
+4,436
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