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
876
$245K 0.01%
5,906
+1,609
877
$245K 0.01%
+9,320
878
$245K 0.01%
1,078
-12
879
$245K 0.01%
20,601
880
$245K 0.01%
35,806
+12,711
881
$244K 0.01%
5,152
+165
882
$243K 0.01%
11,797
-10,634
883
$242K 0.01%
16,005
-524
884
$239K 0.01%
2,236
-208
885
$238K 0.01%
4,439
+2,715
886
$238K 0.01%
18,770
887
$237K 0.01%
24,718
+5,600
888
$236K 0.01%
2,221
+72
889
$236K 0.01%
1,890
+5
890
$235K 0.01%
7,800
+7,050
891
$233K 0.01%
4,963
-1,124
892
$232K 0.01%
1,314
+30
893
$231K 0.01%
2,590
+90
894
$230K 0.01%
15,100
-7,480
895
$229K 0.01%
7,800
+7,790
896
$229K 0.01%
1,930
+1,819
897
$228K 0.01%
3,225
+1,045
898
$227K 0.01%
4,881
+875
899
$227K 0.01%
1,061
+655
900
$226K 0.01%
3,940
+1,632
34 35
36
37 38