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
1201
$29K ﹤0.01%
+529
1202
$29K ﹤0.01%
2,120
1203
$29K ﹤0.01%
+3,000
1204
$29K ﹤0.01%
2,300
+1,500
1205
$29K ﹤0.01%
+1,335
1206
$28K ﹤0.01%
+2,850
1207
$28K ﹤0.01%
3,983
+893
1208
$28K ﹤0.01%
2,500
1209
$28K ﹤0.01%
470
+215
1210
$28K ﹤0.01%
280
+180
1211
$28K ﹤0.01%
1,625
+80
1212
$28K ﹤0.01%
1,467
1213
$28K ﹤0.01%
1,200
+500
1214
$28K ﹤0.01%
+778
1215
$28K ﹤0.01%
1,806
-1,323
1216
$27K ﹤0.01%
1,599
1217
$27K ﹤0.01%
2,270
1218
$27K ﹤0.01%
812
-1
1219
$27K ﹤0.01%
176
+23
1220
$27K ﹤0.01%
700
1221
$27K ﹤0.01%
3,157
-2,198
1222
$27K ﹤0.01%
+298
1223
$27K ﹤0.01%
1,000
1224
$27K ﹤0.01%
2,325
+1,300
1225
$27K ﹤0.01%
280
47 48
49
50 51