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
676
$152K 0.01%
+2,705
677
$151K 0.01%
3,437
-1,761
678
$151K 0.01%
11,543
-4,194
679
$151K 0.01%
11,675
+4,025
680
$150K 0.01%
2,208
+204
681
$150K 0.01%
261
+19
682
$150K 0.01%
2,559
+223
683
$149K 0.01%
+2,370
684
$147K 0.01%
5,358
+1,251
685
$147K 0.01%
1,897
+295
686
$147K 0.01%
+7,770
687
$145K 0.01%
+1,225
688
$145K 0.01%
3,403
-25
689
$145K 0.01%
+1,457
690
$144K 0.01%
2,178
691
$143K 0.01%
3,563
+13
692
$143K 0.01%
3,768
+168
693
$143K 0.01%
12,237
+1,000
694
$143K 0.01%
2,854
+1,400
695
$142K 0.01%
4,157
+343
696
$141K 0.01%
6,075
697
$141K 0.01%
3,000
698
$139K 0.01%
+2,954
699
$138K 0.01%
2,000
700
$138K 0.01%
8,471
+2,651
26 27
28
29 30