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
726
$122K 0.01%
6,906
727
$122K 0.01%
14,242
-395
728
$121K 0.01%
9,123
729
$121K 0.01%
8,477
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730
$120K 0.01%
+6,506
731
$119K 0.01%
6,314
+4,314
732
$118K 0.01%
9,724
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733
$116K 0.01%
925
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734
$116K 0.01%
7,915
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735
$116K 0.01%
2,689
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736
$116K 0.01%
2,321
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737
$115K 0.01%
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738
$115K 0.01%
4,200
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739
$114K 0.01%
3,605
-6,136
740
$114K 0.01%
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741
$113K 0.01%
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742
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743
$113K 0.01%
2,063
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744
$113K 0.01%
3,300
745
$113K 0.01%
2,586
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746
$111K 0.01%
+1,126
747
$111K 0.01%
1,188
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748
$111K 0.01%
10,360
-103,905
749
$111K 0.01%
4,360
+120
750
$111K 0.01%
8,525
+644
28 29
30
31 32