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
1251
$25K ﹤0.01%
180
1252
$25K ﹤0.01%
2,000
1253
$25K ﹤0.01%
515
1254
$24K ﹤0.01%
936
1255
$24K ﹤0.01%
2,131
+1,005
1256
$24K ﹤0.01%
292
1257
$24K ﹤0.01%
721
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1258
$24K ﹤0.01%
786
1259
$24K ﹤0.01%
1,428
+538
1260
$24K ﹤0.01%
600
1261
$24K ﹤0.01%
2,752
+40
1262
$24K ﹤0.01%
159
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1263
$24K ﹤0.01%
+500
1264
$24K ﹤0.01%
1,000
1265
$24K ﹤0.01%
166
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1266
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500
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1267
$24K ﹤0.01%
884
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1268
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500
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1269
$24K ﹤0.01%
217
1270
$23K ﹤0.01%
700
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1271
$23K ﹤0.01%
7,775
-1,250
1272
$23K ﹤0.01%
3,830
1273
$23K ﹤0.01%
2,000
1274
$23K ﹤0.01%
731
+138
1275
$23K ﹤0.01%
360
+105
49 50
51
52 53