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
1226
$27K ﹤0.01%
208
1227
$27K ﹤0.01%
1,412
-190
1228
$27K ﹤0.01%
2,326
1229
$27K ﹤0.01%
674
+4
1230
$26K ﹤0.01%
710
+177
1231
$26K ﹤0.01%
2,207
+12
1232
$26K ﹤0.01%
+3,200
1233
$26K ﹤0.01%
1,800
1234
$26K ﹤0.01%
354
+52
1235
$26K ﹤0.01%
1,044
+254
1236
$26K ﹤0.01%
1,536
+549
1237
$26K ﹤0.01%
+780
1238
$26K ﹤0.01%
979
+288
1239
$26K ﹤0.01%
466
1240
$26K ﹤0.01%
189
1241
$25K ﹤0.01%
20
1242
$25K ﹤0.01%
1,582
-500
1243
$25K ﹤0.01%
+2,985
1244
$25K ﹤0.01%
+500
1245
$25K ﹤0.01%
2,737
+15
1246
$25K ﹤0.01%
2,367
-613
1247
$25K ﹤0.01%
400
1248
$25K ﹤0.01%
3,000
-1,800
1249
$25K ﹤0.01%
245
+45
1250
$25K ﹤0.01%
+450
48 49
50
51 52