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
951
$58K ﹤0.01%
1,104
+100
952
$58K ﹤0.01%
4,356
+2,056
953
$58K ﹤0.01%
+1,400
954
$58K ﹤0.01%
2,338
+1,558
955
$58K ﹤0.01%
487
-18
956
$57K ﹤0.01%
+700
957
$57K ﹤0.01%
1,807
958
$57K ﹤0.01%
1,097
959
$57K ﹤0.01%
1,098
+83
960
$57K ﹤0.01%
120
+15
961
$57K ﹤0.01%
5,068
962
$57K ﹤0.01%
824
+1
963
$57K ﹤0.01%
6,400
964
$56K ﹤0.01%
4,000
965
$56K ﹤0.01%
+627
966
$56K ﹤0.01%
+4,367
967
$56K ﹤0.01%
3,650
-95
968
$56K ﹤0.01%
2,500
969
$56K ﹤0.01%
+694
970
$56K ﹤0.01%
5,850
971
$55K ﹤0.01%
1,137
-576
972
$55K ﹤0.01%
3,000
973
$55K ﹤0.01%
3,121
+8
974
$55K ﹤0.01%
3,485
-4,520
975
$55K ﹤0.01%
2,467
37 38
39
40 41