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
776
$339K 0.01%
6,516
-515
777
$338K 0.01%
2,171
+587
778
$337K 0.01%
8,260
+59
779
$337K 0.01%
11,900
780
$336K 0.01%
+14,070
781
$335K 0.01%
6,460
+5,280
782
$335K 0.01%
6,178
+880
783
$334K 0.01%
12,745
+3,809
784
$333K 0.01%
2,540
-285
785
$333K 0.01%
3,316
+2,613
786
$332K 0.01%
11,590
-7,605
787
$331K 0.01%
9,500
+1,500
788
$331K 0.01%
2,889
+18
789
$330K 0.01%
3,985
+655
790
$328K 0.01%
1,471
-43
791
$325K 0.01%
3,215
792
$325K 0.01%
50,548
-1,654
793
$325K 0.01%
5,971
+5,886
794
$324K 0.01%
8,195
-1,778
795
$322K 0.01%
126,388
+76,000
796
$322K 0.01%
27,830
+11,398
797
$322K 0.01%
1,845
-5,931
798
$320K 0.01%
90,342
-36,781
799
$319K 0.01%
16,688
+300
800
$318K 0.01%
9,891
-3,764
30 31
32
33 34