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
1276
$23K ﹤0.01%
+1,010
1277
$23K ﹤0.01%
1,721
1278
$23K ﹤0.01%
3,878
1279
$23K ﹤0.01%
106
1280
$23K ﹤0.01%
+1,005
1281
$23K ﹤0.01%
466
+84
1282
$23K ﹤0.01%
400
1283
$23K ﹤0.01%
+971
1284
$23K ﹤0.01%
248
-25
1285
$23K ﹤0.01%
337
-5
1286
$23K ﹤0.01%
637
-49
1287
$22K ﹤0.01%
250
+117
1288
$22K ﹤0.01%
202
+183
1289
$22K ﹤0.01%
2,600
-400
1290
$22K ﹤0.01%
697
+80
1291
$22K ﹤0.01%
1,696
1292
$22K ﹤0.01%
500
1293
$22K ﹤0.01%
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1294
$22K ﹤0.01%
+219
1295
$22K ﹤0.01%
609
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1296
$22K ﹤0.01%
660
-414
1297
$22K ﹤0.01%
+1,017
1298
$22K ﹤0.01%
+2,228
1299
$22K ﹤0.01%
2,000
1300
$22K ﹤0.01%
215
+61
50 51
52
53 54