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
976
$54K ﹤0.01%
1,259
977
$54K ﹤0.01%
+1,308
978
$54K ﹤0.01%
6,455
+209
979
$54K ﹤0.01%
2,750
+950
980
$54K ﹤0.01%
+3,832
981
$54K ﹤0.01%
4,746
+1,530
982
$53K ﹤0.01%
2,269
+1,400
983
$53K ﹤0.01%
+626
984
$53K ﹤0.01%
901
+1
985
$53K ﹤0.01%
3,842
986
$53K ﹤0.01%
1,000
987
$52K ﹤0.01%
1,501
+50
988
$52K ﹤0.01%
236
+17
989
$52K ﹤0.01%
1,449
990
$52K ﹤0.01%
3,275
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991
$52K ﹤0.01%
1,054
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992
$52K ﹤0.01%
1,433
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993
$52K ﹤0.01%
2,829
+542
994
$52K ﹤0.01%
1,940
-100
995
$52K ﹤0.01%
870
+132
996
$52K ﹤0.01%
7,064
+395
997
$52K ﹤0.01%
3,310
+250
998
$51K ﹤0.01%
1,138
999
$51K ﹤0.01%
668
+3
1000
$51K ﹤0.01%
8,382
38 39
40
41 42