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
1051
$43K ﹤0.01%
2,771
+15
1052
$43K ﹤0.01%
1,375
+1,275
1053
$43K ﹤0.01%
1,108
1054
$43K ﹤0.01%
312
+68
1055
$43K ﹤0.01%
+1,755
1056
$43K ﹤0.01%
854
1057
$42K ﹤0.01%
5,904
+398
1058
$42K ﹤0.01%
+177
1059
$42K ﹤0.01%
445
+414
1060
$42K ﹤0.01%
1,626
+200
1061
$42K ﹤0.01%
1,970
1062
$42K ﹤0.01%
664
+380
1063
$42K ﹤0.01%
+748
1064
$41K ﹤0.01%
+1,625
1065
$41K ﹤0.01%
350
1066
$41K ﹤0.01%
3,600
-700
1067
$41K ﹤0.01%
1,623
-1,584
1068
$41K ﹤0.01%
8,124
-435
1069
$41K ﹤0.01%
675
+375
1070
$41K ﹤0.01%
2,687
+1,565
1071
$41K ﹤0.01%
1,870
+60
1072
$41K ﹤0.01%
+1,500
1073
$40K ﹤0.01%
281
+14
1074
$40K ﹤0.01%
3,620
1075
$40K ﹤0.01%
665
+41
41 42
43
44 45