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
1526
$12K ﹤0.01%
369
1527
$12K ﹤0.01%
786
1528
$12K ﹤0.01%
+900
1529
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2,000
1530
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147
1531
$11K ﹤0.01%
303
+155
1532
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400
1533
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303
1534
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308
1535
$11K ﹤0.01%
+2,155
1536
$11K ﹤0.01%
221
+13
1537
$11K ﹤0.01%
2,613
-6
1538
$11K ﹤0.01%
580
+280
1539
$11K ﹤0.01%
+166
1540
$11K ﹤0.01%
300
-16,900
1541
$11K ﹤0.01%
518
-171
1542
$11K ﹤0.01%
1,000
1543
$11K ﹤0.01%
106
+12
1544
$11K ﹤0.01%
+212
1545
$11K ﹤0.01%
500
-100
1546
$11K ﹤0.01%
204
1547
$11K ﹤0.01%
340
1548
$11K ﹤0.01%
+1,146
1549
$11K ﹤0.01%
533
-221
1550
$11K ﹤0.01%
243
60 61
62
63 64