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
1026
$47K ﹤0.01%
408
+67
1027
$47K ﹤0.01%
315
+250
1028
$47K ﹤0.01%
3,355
+100
1029
$47K ﹤0.01%
2,760
+1,756
1030
$47K ﹤0.01%
1,218
+8
1031
$46K ﹤0.01%
6,667
+905
1032
$46K ﹤0.01%
1,931
+500
1033
$46K ﹤0.01%
1,001
1034
$46K ﹤0.01%
891
-180
1035
$46K ﹤0.01%
546
+153
1036
$46K ﹤0.01%
897
+354
1037
$46K ﹤0.01%
194
+84
1038
$45K ﹤0.01%
+700
1039
$45K ﹤0.01%
698
1040
$45K ﹤0.01%
1,503
1041
$45K ﹤0.01%
793
+180
1042
$45K ﹤0.01%
1,738
+280
1043
$45K ﹤0.01%
837
+337
1044
$44K ﹤0.01%
873
+230
1045
$44K ﹤0.01%
904
1046
$44K ﹤0.01%
1,578
+130
1047
$44K ﹤0.01%
+129
1048
$44K ﹤0.01%
430
1049
$44K ﹤0.01%
737
+709
1050
$44K ﹤0.01%
395
40 41
42
43 44