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
926
$62K ﹤0.01%
2,832
+646
927
$61K ﹤0.01%
950
928
$61K ﹤0.01%
+3,850
929
$61K ﹤0.01%
1,800
930
$61K ﹤0.01%
613
931
$61K ﹤0.01%
546
+267
932
$61K ﹤0.01%
964
933
$61K ﹤0.01%
+5,800
934
– –
0
935
$61K ﹤0.01%
1,800
+266
936
$60K ﹤0.01%
1,704
937
$60K ﹤0.01%
+2,601
938
$60K ﹤0.01%
1,500
-200
939
$60K ﹤0.01%
980
940
$60K ﹤0.01%
1,176
+5
941
$60K ﹤0.01%
+3,970
942
$60K ﹤0.01%
841
+348
943
$59K ﹤0.01%
1,435
+1,125
944
$59K ﹤0.01%
+1,113
945
$59K ﹤0.01%
+2,861
946
$59K ﹤0.01%
+2,200
947
$59K ﹤0.01%
12,286
948
$59K ﹤0.01%
5,706
949
$59K ﹤0.01%
1,094
950
$58K ﹤0.01%
+2,900
36 37
38
39 40