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
101
$3.34M 0.23%
72,777
+12,429
102
$3.34M 0.23%
81,748
+3,776
103
$3.25M 0.22%
73,366
+34,752
104
$3.21M 0.22%
40,984
+20,010
105
$3.21M 0.22%
30,097
-10,195
106
$3.18M 0.22%
49,258
+350
107
$3.16M 0.22%
92,479
+12,567
108
$3.15M 0.22%
64,548
+10,631
109
$3.15M 0.22%
35,433
+16,797
110
$3.11M 0.21%
42,265
+25,572
111
$3.1M 0.21%
48,637
+2,024
112
$3.07M 0.21%
34,709
+34,678
113
$3.06M 0.21%
29,189
-7,611
114
$3.02M 0.21%
34,465
+11,261
115
$2.98M 0.2%
+17,727
116
$2.9M 0.2%
54,011
-5,599
117
$2.9M 0.2%
30,470
-34
118
$2.82M 0.19%
29,790
+6,610
119
$2.8M 0.19%
33,481
+31,318
120
$2.77M 0.19%
39,944
-4,170
121
$2.77M 0.19%
53,356
-2,984
122
$2.75M 0.19%
112,374
-3,097
123
$2.73M 0.19%
57,046
-205
124
$2.7M 0.18%
17,215
+913
125
$2.69M 0.18%
49,110
+3,665
3 4
5
6 7