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
1351
$19K ﹤0.01%
360
1352
$19K ﹤0.01%
171
1353
$19K ﹤0.01%
1,250
-1,635
1354
$19K ﹤0.01%
1,000
-200
1355
$19K ﹤0.01%
875
1356
$19K ﹤0.01%
500
1357
$19K ﹤0.01%
500
-60
1358
$18K ﹤0.01%
1,215
-67
1359
$18K ﹤0.01%
1,052
1360
$18K ﹤0.01%
345
-261
1361
$18K ﹤0.01%
334
1362
$18K ﹤0.01%
406
1363
$18K ﹤0.01%
333
1364
$18K ﹤0.01%
1,000
1365
$18K ﹤0.01%
440
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1366
$18K ﹤0.01%
512
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1367
$18K ﹤0.01%
342
1368
$18K ﹤0.01%
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1369
$18K ﹤0.01%
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1370
$18K ﹤0.01%
1,105
1371
$18K ﹤0.01%
388
1372
$18K ﹤0.01%
226
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1373
$18K ﹤0.01%
943
+8
1374
$18K ﹤0.01%
+1,186
1375
$18K ﹤0.01%
2,346
53 54
55
56 57