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
1326
$20K ﹤0.01%
960
+10
1327
$20K ﹤0.01%
281
1328
$20K ﹤0.01%
343
-11
1329
$20K ﹤0.01%
+318
1330
$20K ﹤0.01%
400
1331
$20K ﹤0.01%
198
+10
1332
$20K ﹤0.01%
168
1333
$20K ﹤0.01%
1,414
+87
1334
$20K ﹤0.01%
913
+800
1335
$20K ﹤0.01%
+981
1336
$20K ﹤0.01%
46
1337
$20K ﹤0.01%
136
1338
$20K ﹤0.01%
527
+498
1339
$20K ﹤0.01%
+1,803
1340
$19K ﹤0.01%
1,262
+890
1341
$19K ﹤0.01%
227
-24
1342
$19K ﹤0.01%
392
+244
1343
$19K ﹤0.01%
568
+323
1344
$19K ﹤0.01%
+4,000
1345
$19K ﹤0.01%
750
+15
1346
$19K ﹤0.01%
+1,666
1347
$19K ﹤0.01%
105
+51
1348
$19K ﹤0.01%
300
1349
$19K ﹤0.01%
280
1350
$19K ﹤0.01%
1,110
-86
52 53
54
55 56