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
1401
$17K ﹤0.01%
184
1402
$17K ﹤0.01%
828
1403
$17K ﹤0.01%
400
1404
$17K ﹤0.01%
+500
1405
$17K ﹤0.01%
500
1406
$17K ﹤0.01%
+400
1407
$17K ﹤0.01%
1,646
+15
1408
$17K ﹤0.01%
411
+25
1409
$17K ﹤0.01%
+879
1410
$17K ﹤0.01%
14
-2
1411
$16K ﹤0.01%
767
1412
$16K ﹤0.01%
2,350
+250
1413
$16K ﹤0.01%
+1,500
1414
$16K ﹤0.01%
+3,900
1415
$16K ﹤0.01%
398
1416
$16K ﹤0.01%
284
-232
1417
$16K ﹤0.01%
96
1418
$16K ﹤0.01%
279
-71
1419
$16K ﹤0.01%
319
+150
1420
$16K ﹤0.01%
340
-377
1421
$16K ﹤0.01%
+944
1422
$16K ﹤0.01%
+970
1423
$16K ﹤0.01%
539
1424
$16K ﹤0.01%
600
1425
$16K ﹤0.01%
387
55 56
57
58 59