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
826
$84K 0.01%
3,018
827
$84K 0.01%
4,898
+824
828
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+3,020
829
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9,270
830
$83K 0.01%
709
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831
$83K 0.01%
4,387
832
$83K 0.01%
2,505
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833
$83K 0.01%
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834
$82K 0.01%
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835
$82K 0.01%
2,660
+250
836
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2,405
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837
$81K 0.01%
12,550
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838
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839
$80K 0.01%
1,274
840
$80K 0.01%
720
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841
$79K 0.01%
3,588
+1,077
842
$79K 0.01%
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$79K 0.01%
929
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844
$79K 0.01%
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845
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846
$78K 0.01%
5,215
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847
$78K 0.01%
8,250
+3,250
848
$77K 0.01%
859
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849
$77K 0.01%
3,287
+1,022
850
$77K 0.01%
1,182
+392
32 33
34
35 36