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
1151
$33K ﹤0.01%
678
+38
1152
$33K ﹤0.01%
+807
1153
$33K ﹤0.01%
2,700
1154
$33K ﹤0.01%
+1,264
1155
$33K ﹤0.01%
900
+107
1156
$32K ﹤0.01%
2,400
1157
$32K ﹤0.01%
280
+80
1158
$32K ﹤0.01%
2,200
1159
$32K ﹤0.01%
11,624
1160
$32K ﹤0.01%
515
+300
1161
$32K ﹤0.01%
+3,410
1162
$32K ﹤0.01%
1,600
1163
$32K ﹤0.01%
485
-5
1164
$32K ﹤0.01%
+1,500
1165
$32K ﹤0.01%
670
1166
$32K ﹤0.01%
+1,260
1167
$32K ﹤0.01%
448
-47
1168
$32K ﹤0.01%
442
-85
1169
$32K ﹤0.01%
+660
1170
$32K ﹤0.01%
618
-2,392
1171
$31K ﹤0.01%
2,100
1172
$31K ﹤0.01%
+939
1173
$31K ﹤0.01%
5,734
+4,020
1174
$31K ﹤0.01%
719
-50
1175
$31K ﹤0.01%
2,197
+6
45 46
47
48 49