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
851
$262K 0.01%
2,292
+481
852
$261K 0.01%
26,250
+26,000
853
$260K 0.01%
2,327
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854
$259K 0.01%
3,269
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855
$258K 0.01%
13,990
856
$258K 0.01%
11,991
+1,416
857
$258K 0.01%
4,450
858
$258K 0.01%
17,524
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859
$258K 0.01%
13,956
-156
860
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861
$257K 0.01%
2,621
+21
862
$256K 0.01%
33,867
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863
$254K 0.01%
1,297
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864
$254K 0.01%
4,083
-1,294
865
$254K 0.01%
37,530
+36,530
866
$254K 0.01%
18,000
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867
$253K 0.01%
6,871
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868
$253K 0.01%
15,172
869
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3,235
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870
$252K 0.01%
1,904
+80
871
$251K 0.01%
15,173
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872
$250K 0.01%
1,175
-28
873
$250K 0.01%
3,789
874
$249K 0.01%
5,650
875
$246K 0.01%
11,567
+4,358
33 34
35
36 37