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
1176
$31K ﹤0.01%
670
1177
$31K ﹤0.01%
2,203
-5
1178
$31K ﹤0.01%
804
1179
$31K ﹤0.01%
1,475
+521
1180
$31K ﹤0.01%
1,000
1181
$31K ﹤0.01%
270
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1182
$30K ﹤0.01%
660
+565
1183
$30K ﹤0.01%
1,506
-247
1184
$30K ﹤0.01%
434
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1185
$30K ﹤0.01%
912
+1
1186
$30K ﹤0.01%
525
1187
$30K ﹤0.01%
223
1188
$30K ﹤0.01%
+1,391
1189
$30K ﹤0.01%
400
1190
$30K ﹤0.01%
1,507
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1191
$30K ﹤0.01%
500
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1192
$29K ﹤0.01%
249
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1193
$29K ﹤0.01%
143
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1194
$29K ﹤0.01%
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1195
$29K ﹤0.01%
23
1196
$29K ﹤0.01%
941
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1197
$29K ﹤0.01%
680
1198
$29K ﹤0.01%
546
1199
$29K ﹤0.01%
600
1200
$29K ﹤0.01%
7,925
+2,418
46 47
48
49 50