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
876
$71K ﹤0.01%
2,979
+1,037
877
$71K ﹤0.01%
+2,629
878
$70K ﹤0.01%
1,624
+5
879
$70K ﹤0.01%
1,586
+615
880
$70K ﹤0.01%
1,016
-19
881
$70K ﹤0.01%
1,918
+209
882
$69K ﹤0.01%
255
883
$69K ﹤0.01%
5,043
+1,404
884
$69K ﹤0.01%
+1,514
885
$69K ﹤0.01%
+835
886
$69K ﹤0.01%
+1,138
887
$69K ﹤0.01%
1,430
+4
888
$68K ﹤0.01%
2,850
+2,700
889
$67K ﹤0.01%
1,394
+984
890
$67K ﹤0.01%
1,259
+1,135
891
$67K ﹤0.01%
+3,850
892
$67K ﹤0.01%
2,281
-3,984
893
$67K ﹤0.01%
813
+333
894
$66K ﹤0.01%
286
+58
895
$66K ﹤0.01%
5,070
896
$66K ﹤0.01%
5,311
897
$66K ﹤0.01%
3,030
898
$66K ﹤0.01%
850
899
$65K ﹤0.01%
1,660
900
$65K ﹤0.01%
6,372
-210
34 35
36
37 38