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
1126
$35K ﹤0.01%
956
1127
$35K ﹤0.01%
+889
1128
$35K ﹤0.01%
786
1129
$34K ﹤0.01%
543
+200
1130
$34K ﹤0.01%
2,700
1131
$34K ﹤0.01%
3,947
-265
1132
$34K ﹤0.01%
+377
1133
$34K ﹤0.01%
2,500
-843
1134
$34K ﹤0.01%
582
+136
1135
$34K ﹤0.01%
802
-7
1136
$34K ﹤0.01%
4,293
-391
1137
$34K ﹤0.01%
+6,680
1138
$34K ﹤0.01%
574
-65
1139
$33K ﹤0.01%
940
+59
1140
$33K ﹤0.01%
311
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1141
$33K ﹤0.01%
52
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1142
$33K ﹤0.01%
2,909
1143
$33K ﹤0.01%
249
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1144
$33K ﹤0.01%
829
-250
1145
$33K ﹤0.01%
+2,759
1146
$33K ﹤0.01%
874
1147
$33K ﹤0.01%
429
+25
1148
$33K ﹤0.01%
1,100
+300
1149
$33K ﹤0.01%
671
1150
$33K ﹤0.01%
769
-524
44 45
46
47 48