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
701
$136K 0.01%
12,857
+897
702
$135K 0.01%
1,100
703
$135K 0.01%
2,668
+378
704
$132K 0.01%
1,101
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705
$132K 0.01%
766
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706
$130K 0.01%
2,996
707
$130K 0.01%
3,229
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708
$130K 0.01%
2,290
-773
709
$130K 0.01%
+5,444
710
$130K 0.01%
+6,445
711
$129K 0.01%
6,459
+35
712
$129K 0.01%
3,651
-1,271
713
$128K 0.01%
14,666
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714
$128K 0.01%
2,636
-7,239
715
$128K 0.01%
22,252
+400
716
$127K 0.01%
2,573
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717
$126K 0.01%
1,561
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718
$126K 0.01%
7,187
-374
719
$126K 0.01%
9,970
+200
720
$126K 0.01%
792
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721
$125K 0.01%
2,591
+1,222
722
$125K 0.01%
987
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723
$124K 0.01%
6,008
724
$124K 0.01%
+2,987
725
$123K 0.01%
4,633
+1,568
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