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
1101
$38K ﹤0.01%
+255
1102
$37K ﹤0.01%
237
1103
$37K ﹤0.01%
3,400
1104
$37K ﹤0.01%
1,137
1105
$37K ﹤0.01%
+1,000
1106
$37K ﹤0.01%
1,204
-1,100
1107
$37K ﹤0.01%
1,311
+1,178
1108
$37K ﹤0.01%
2,170
+1,320
1109
$37K ﹤0.01%
3,867
1110
$37K ﹤0.01%
+792
1111
$37K ﹤0.01%
+1,000
1112
$36K ﹤0.01%
308
+66
1113
$36K ﹤0.01%
+952
1114
$36K ﹤0.01%
403
1115
$36K ﹤0.01%
367
+89
1116
$36K ﹤0.01%
211
1117
$36K ﹤0.01%
442
+150
1118
$36K ﹤0.01%
3,000
1119
$35K ﹤0.01%
616
-1,991
1120
$35K ﹤0.01%
221
1121
$35K ﹤0.01%
3,719
+18
1122
$35K ﹤0.01%
513
1123
$35K ﹤0.01%
+379
1124
$35K ﹤0.01%
231
+130
1125
$35K ﹤0.01%
+1,313
43 44
45
46 47