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
1301
$22K ﹤0.01%
606
1302
$21K ﹤0.01%
+418
1303
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+908
1304
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+403
1305
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200
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1306
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405
1307
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1,410
1308
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334
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344
+220
1310
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2,023
1311
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222
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1313
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+669
1314
$21K ﹤0.01%
+1,526
1315
$21K ﹤0.01%
900
-50
1316
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772
1317
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182
1318
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700
1319
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2,212
+1,827
1320
$21K ﹤0.01%
1,000
1321
$20K ﹤0.01%
+422
1322
$20K ﹤0.01%
+3
1323
$20K ﹤0.01%
286
+24
1324
$20K ﹤0.01%
1,412
1325
$20K ﹤0.01%
+244
51 52
53
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