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
1476
$13K ﹤0.01%
1,136
1477
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216
1478
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339
1479
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600
1480
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110
-76
1481
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1482
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+825
1483
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2,000
+1,000
1484
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270
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1485
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+500
1486
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438
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300
1488
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445
-181
1489
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100
-14
1490
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+1
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$13K ﹤0.01%
+2,041
1496
$13K ﹤0.01%
23
+18
1497
$13K ﹤0.01%
103
+43
1498
$13K ﹤0.01%
600
1499
$13K ﹤0.01%
225
1500
$13K ﹤0.01%
2,000
58 59
60
61 62