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
$3.97B
AUM Growth
+$457M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,952
New
Increased
Reduced
Closed

Top Buys

1
+$8.41M
2
+$7.28M
3
+$7.15M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$6.15M
5
MSFT icon
Microsoft
MSFT
+$6.12M

Top Sells

1
+$10.2M
2
+$9.79M
3
+$7.35M
4
T icon
AT&T
T
+$6.63M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.93M

Sector Composition

1 Technology 14.82%
2 Consumer Discretionary 8.27%
3 Healthcare 6.67%
4 Financials 5.61%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$93K ﹤0.01%
3,945
-1,142
1252
$93K ﹤0.01%
+2,400
1253
$93K ﹤0.01%
4,201
1254
$93K ﹤0.01%
385
1255
$92K ﹤0.01%
4,790
1256
$92K ﹤0.01%
1,578
+1,328
1257
$92K ﹤0.01%
5,238
+3,150
1258
$91K ﹤0.01%
1,821
-20,718
1259
$91K ﹤0.01%
1,572
1260
$90K ﹤0.01%
918
+353
1261
$90K ﹤0.01%
+600
1262
$89K ﹤0.01%
970
+650
1263
$89K ﹤0.01%
901
+801
1264
$89K ﹤0.01%
1,124
+747
1265
$87K ﹤0.01%
677
-58
1266
$87K ﹤0.01%
2,315
-920
1267
$87K ﹤0.01%
6,468
+684
1268
$87K ﹤0.01%
8,877
-1,985
1269
$86K ﹤0.01%
3,734
1270
$86K ﹤0.01%
2,363
-26
1271
$86K ﹤0.01%
13,361
-4,284
1272
$86K ﹤0.01%
6,700
-2,000
1273
$86K ﹤0.01%
400
-316
1274
$86K ﹤0.01%
1,396
1275
$86K ﹤0.01%
554
-74
49 50
51
52 53