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
$3.97B
AUM Growth
+$457M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,952
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$7.28M
3
+$7.15M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$6.15M
5
MSFT icon
Microsoft
MSFT
+$6.12M

Top Sells

1
+$10.2M
2
+$9.79M
3
+$7.35M
4
T icon
AT&T
T
+$6.63M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.93M

Sector Composition

1 Technology 14.82%
2 Consumer Discretionary 8.27%
3 Healthcare 6.67%
4 Financials 5.61%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$486K 0.01%
4,700
-19
677
$485K 0.01%
5,443
+4,001
678
$484K 0.01%
8,671
+1,014
679
$484K 0.01%
+22,600
680
$482K 0.01%
24,118
-28,093
681
$480K 0.01%
17,774
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682
$480K 0.01%
11,841
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683
$479K 0.01%
43,941
-537
684
$479K 0.01%
6,213
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685
$476K 0.01%
3,186
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686
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4,335
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687
$471K 0.01%
55,481
-10,657
688
$471K 0.01%
15,591
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689
$467K 0.01%
16,078
+1,382
690
$466K 0.01%
5,123
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691
$464K 0.01%
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$463K 0.01%
34,563
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693
$462K 0.01%
5,390
694
$461K 0.01%
739
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695
$461K 0.01%
17,600
-1,430
696
$460K 0.01%
30,326
-1,741
697
$460K 0.01%
76,210
-3,800
698
$458K 0.01%
12,566
-4,764
699
$458K 0.01%
4,392
+286
700
$452K 0.01%
1,659
+80
26 27
28
29 30