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
1351
$71K ﹤0.01%
694
-5
1352
$71K ﹤0.01%
779
-20
1353
$71K ﹤0.01%
1,687
1354
$71K ﹤0.01%
2,617
1355
$70K ﹤0.01%
8,000
+7,606
1356
$70K ﹤0.01%
1,189
+371
1357
$70K ﹤0.01%
568
1358
$70K ﹤0.01%
+4,020
1359
$70K ﹤0.01%
2,547
+2,247
1360
$70K ﹤0.01%
2,587
-1,250
1361
$69K ﹤0.01%
6,075
+1,375
1362
$69K ﹤0.01%
2,642
1363
$69K ﹤0.01%
2,603
1364
$68K ﹤0.01%
217
+150
1365
$68K ﹤0.01%
1,236
+263
1366
$68K ﹤0.01%
2,617
1367
$68K ﹤0.01%
2,389
+227
1368
$68K ﹤0.01%
1,281
+461
1369
$68K ﹤0.01%
1,544
+1,291
1370
$68K ﹤0.01%
2,450
+1,750
1371
$68K ﹤0.01%
2,526
-500
1372
$68K ﹤0.01%
981
-5
1373
$67K ﹤0.01%
1,616
-506
1374
$67K ﹤0.01%
550
+50
1375
$67K ﹤0.01%
5,172
+3,978
53 54
55
56 57