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
51
$5.76M 0.39%
122,975
+84,655
52
$5.76M 0.39%
44,511
+1,230
53
$5.71M 0.39%
34,817
-1,038
54
$5.64M 0.39%
10,421
+503
55
$5.64M 0.39%
118,017
+1,996
56
$5.59M 0.38%
46,714
+8,720
57
$5.58M 0.38%
51,255
-1,169
58
$5.46M 0.37%
72,307
-21,718
59
$5.45M 0.37%
49,897
+1,971
60
$5.37M 0.37%
56,017
+2,769
61
$5.37M 0.37%
100,485
+54,425
62
$5.35M 0.37%
25,926
+1,524
63
$5.34M 0.37%
84,990
+8,675
64
$5.31M 0.36%
90,957
+35,369
65
$5.26M 0.36%
120,337
+13,013
66
$5.26M 0.36%
68,284
+8,163
67
$5.1M 0.35%
+63,778
68
$5.08M 0.35%
15,490
+4,399
69
$5.03M 0.34%
169,509
+3,135
70
$4.93M 0.34%
94,692
+1,717
71
$4.92M 0.34%
67,286
-3,583
72
$4.88M 0.33%
93,896
+4,751
73
$4.88M 0.33%
80,729
+4,447
74
$4.86M 0.33%
+206,430
75
$4.86M 0.33%
84,024
+21,803
1 2
3
4 5