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
1001
$51K ﹤0.01%
373
+225
1002
$51K ﹤0.01%
6,691
1003
$51K ﹤0.01%
700
1004
$51K ﹤0.01%
1,071
1005
$51K ﹤0.01%
285
-25
1006
$51K ﹤0.01%
2,250
1007
$50K ﹤0.01%
794
1008
$50K ﹤0.01%
+1,562
1009
$50K ﹤0.01%
4,000
+2,500
1010
$50K ﹤0.01%
1,610
-89
1011
$49K ﹤0.01%
+4,992
1012
$49K ﹤0.01%
+1,434
1013
$49K ﹤0.01%
421
+30
1014
$49K ﹤0.01%
3,665
+1,000
1015
$48K ﹤0.01%
5,962
+1,050
1016
$48K ﹤0.01%
1,000
1017
$48K ﹤0.01%
+2,459
1018
$48K ﹤0.01%
1,072
+648
1019
$48K ﹤0.01%
3,062
+2,415
1020
$48K ﹤0.01%
1,215
-123
1021
$48K ﹤0.01%
240
1022
$47K ﹤0.01%
3,500
-500
1023
$47K ﹤0.01%
1,452
1024
$47K ﹤0.01%
1,051
+100
1025
$47K ﹤0.01%
233
+56
39 40
41
42 43