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
1376
$18K ﹤0.01%
550
-25
1377
$18K ﹤0.01%
168
+22
1378
$18K ﹤0.01%
+2,000
1379
$18K ﹤0.01%
636
+102
1380
$18K ﹤0.01%
794
1381
$18K ﹤0.01%
232
1382
$18K ﹤0.01%
322
+218
1383
$18K ﹤0.01%
450
1384
$18K ﹤0.01%
+821
1385
$18K ﹤0.01%
1,093
1386
$18K ﹤0.01%
547
1387
$18K ﹤0.01%
1,938
-432
1388
$18K ﹤0.01%
2,260
1389
$18K ﹤0.01%
1,350
1390
$18K ﹤0.01%
400
1391
$17K ﹤0.01%
904
1392
– –
0
1393
$17K ﹤0.01%
982
-133
1394
$17K ﹤0.01%
985
-85
1395
$17K ﹤0.01%
1,100
-3,167
1396
$17K ﹤0.01%
352
-28
1397
$17K ﹤0.01%
+228
1398
$17K ﹤0.01%
700
-100
1399
$17K ﹤0.01%
300
+60
1400
$17K ﹤0.01%
+190
54 55
56
57 58