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
1426
$16K ﹤0.01%
+476
1427
$16K ﹤0.01%
546
1428
$15K ﹤0.01%
530
1429
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675
1430
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444
1431
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1,773
1432
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500
-100
1433
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95
+65
1434
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225
1435
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535
+489
1436
$15K ﹤0.01%
+450
1437
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500
1438
$15K ﹤0.01%
11,000
1439
$15K ﹤0.01%
+845
1440
$15K ﹤0.01%
1,000
1441
$15K ﹤0.01%
137
1442
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13
1443
$15K ﹤0.01%
39
+4
1444
$15K ﹤0.01%
2,854
-8
1445
$15K ﹤0.01%
325
+300
1446
$15K ﹤0.01%
259
+186
1447
$15K ﹤0.01%
500
1448
$15K ﹤0.01%
1,580
1449
$15K ﹤0.01%
+458
1450
$15K ﹤0.01%
3,017
56 57
58
59 60