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
851
$77K 0.01%
13,857
-15,729
852
$77K 0.01%
953
-533
853
$76K 0.01%
+645
854
$76K 0.01%
1,300
+200
855
$75K 0.01%
750
856
$75K 0.01%
1,510
-500
857
$74K 0.01%
2,038
858
$74K 0.01%
209
859
$74K 0.01%
+1,200
860
$74K 0.01%
6,547
861
$74K 0.01%
1,062
+30
862
$74K 0.01%
570
-87
863
$74K 0.01%
895
+128
864
$73K 0.01%
3,236
+14
865
$73K 0.01%
1,320
866
$73K 0.01%
1,326
867
$73K 0.01%
602
+1
868
$73K 0.01%
494
869
$72K ﹤0.01%
1,390
+276
870
$72K ﹤0.01%
+4,383
871
$72K ﹤0.01%
4,848
872
$72K ﹤0.01%
640
+125
873
$72K ﹤0.01%
+1,614
874
$71K ﹤0.01%
285
+195
875
$71K ﹤0.01%
+2,294
33 34
35
36 37