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
76
$4.85M 0.33%
28,444
+181
77
$4.62M 0.32%
88,070
-6,538
78
$4.57M 0.31%
+31,433
79
$4.47M 0.31%
45,158
-4,986
80
$4.47M 0.31%
33,235
+169
81
$4.46M 0.31%
57,686
+18,142
82
$4.36M 0.3%
100,481
+2,247
83
$4.26M 0.29%
56,462
+9,126
84
$4.22M 0.29%
19,117
-479
85
$4.17M 0.29%
91,263
+5,510
86
$4.17M 0.29%
30,093
+9,398
87
$4.12M 0.28%
41,448
+2,908
88
$4.08M 0.28%
65,393
+5,535
89
$4.05M 0.28%
26,379
+3,152
90
$3.99M 0.27%
21,758
-720
91
$3.87M 0.26%
129,385
-703
92
$3.8M 0.26%
11,112
+4,490
93
$3.72M 0.25%
36,738
+298
94
$3.64M 0.25%
89,247
+10,182
95
$3.58M 0.25%
116,575
+63,894
96
$3.53M 0.24%
86,556
+3,332
97
$3.53M 0.24%
58,810
+53,730
98
$3.42M 0.23%
13,571
-195
99
$3.4M 0.23%
38,788
-634
100
$3.4M 0.23%
41,769
-27,895
2 3
4
5 6