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
1451
$56K ﹤0.01%
250
1452
$56K ﹤0.01%
547
-159
1453
$56K ﹤0.01%
3,850
1454
$56K ﹤0.01%
5,140
-258
1455
$56K ﹤0.01%
1,738
1456
$56K ﹤0.01%
913
+211
1457
$56K ﹤0.01%
4,800
1458
$55K ﹤0.01%
+1,950
1459
$55K ﹤0.01%
965
-420
1460
$55K ﹤0.01%
+700
1461
$55K ﹤0.01%
3,812
+2,386
1462
$55K ﹤0.01%
3,422
1463
$55K ﹤0.01%
5,166
+1,371
1464
$55K ﹤0.01%
3,907
-247
1465
$55K ﹤0.01%
1,500
1466
$54K ﹤0.01%
351
1467
$54K ﹤0.01%
580
+345
1468
$54K ﹤0.01%
1,934
1469
$54K ﹤0.01%
554
+262
1470
$54K ﹤0.01%
29
+26
1471
$54K ﹤0.01%
3,900
1472
$54K ﹤0.01%
425
+204
1473
$54K ﹤0.01%
258
+185
1474
$53K ﹤0.01%
11,350
1475
$53K ﹤0.01%
1,602
-898
57 58
59
60 61