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
1076
$40K ﹤0.01%
775
1077
$40K ﹤0.01%
1,339
1078
$40K ﹤0.01%
2,550
+300
1079
$40K ﹤0.01%
3,135
1080
$40K ﹤0.01%
323
+89
1081
$40K ﹤0.01%
328
+65
1082
$39K ﹤0.01%
468
1083
$39K ﹤0.01%
40
1084
$39K ﹤0.01%
864
-5
1085
$39K ﹤0.01%
3,250
1086
$39K ﹤0.01%
258
-15
1087
$39K ﹤0.01%
266
+150
1088
$39K ﹤0.01%
3,400
+48
1089
$39K ﹤0.01%
1,547
+47
1090
$39K ﹤0.01%
2,700
1091
$39K ﹤0.01%
1,520
+500
1092
$39K ﹤0.01%
512
-69
1093
$38K ﹤0.01%
819
-306
1094
$38K ﹤0.01%
956
+87
1095
$38K ﹤0.01%
1,745
1096
$38K ﹤0.01%
608
+600
1097
$38K ﹤0.01%
1,373
-291
1098
$38K ﹤0.01%
2,935
1099
$38K ﹤0.01%
219
+37
1100
$38K ﹤0.01%
+1,506
42 43
44
45 46