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
1276
$85K ﹤0.01%
3,143
-192
1277
$85K ﹤0.01%
+1,847
1278
$85K ﹤0.01%
1,502
-1,127
1279
$85K ﹤0.01%
164
+1
1280
$85K ﹤0.01%
1,100
-7,891
1281
$85K ﹤0.01%
2,146
-319
1282
$84K ﹤0.01%
2,200
-100
1283
$84K ﹤0.01%
595
+95
1284
$84K ﹤0.01%
2,098
+6
1285
$84K ﹤0.01%
2,700
+100
1286
$84K ﹤0.01%
808
+25
1287
$84K ﹤0.01%
+1,675
1288
$83K ﹤0.01%
4,105
-639
1289
$83K ﹤0.01%
6,494
-216
1290
$83K ﹤0.01%
1,674
+1,581
1291
$82K ﹤0.01%
576
+151
1292
$82K ﹤0.01%
800
1293
$82K ﹤0.01%
1,632
-5,604
1294
$82K ﹤0.01%
1,355
+250
1295
$82K ﹤0.01%
1,510
+45
1296
$82K ﹤0.01%
2,476
+101
1297
$82K ﹤0.01%
3,700
-2,445
1298
$81K ﹤0.01%
11,342
+203
1299
$81K ﹤0.01%
1,971
+643
1300
$81K ﹤0.01%
7,673
-25,295
50 51
52
53 54