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
901
$65K ﹤0.01%
4,807
-589
902
$65K ﹤0.01%
+3,181
903
$65K ﹤0.01%
5,073
904
$65K ﹤0.01%
537
+68
905
$65K ﹤0.01%
+1,334
906
$65K ﹤0.01%
2,061
+190
907
$65K ﹤0.01%
+7,955
908
$65K ﹤0.01%
+841
909
$64K ﹤0.01%
+2,782
910
$64K ﹤0.01%
2,300
911
$64K ﹤0.01%
2,192
+10
912
$64K ﹤0.01%
700
913
$64K ﹤0.01%
+5,200
914
$64K ﹤0.01%
2,108
+1,067
915
$63K ﹤0.01%
+1,104
916
$63K ﹤0.01%
1,560
917
$63K ﹤0.01%
2,188
918
$63K ﹤0.01%
1,820
+782
919
$63K ﹤0.01%
1,664
+1,514
920
$63K ﹤0.01%
1,239
+148
921
$63K ﹤0.01%
3,299
-975
922
$63K ﹤0.01%
980
-122
923
$63K ﹤0.01%
2,190
924
$62K ﹤0.01%
2,765
-4
925
$62K ﹤0.01%
1,625
35 36
37
38 39