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
1551
$44K ﹤0.01%
472
1552
$44K ﹤0.01%
+130
1553
$44K ﹤0.01%
1,100
1554
$44K ﹤0.01%
+247
1555
$44K ﹤0.01%
227
+81
1556
$44K ﹤0.01%
384
+4
1557
$44K ﹤0.01%
1,830
-3,861
1558
$44K ﹤0.01%
1,638
1559
$44K ﹤0.01%
1,200
1560
$44K ﹤0.01%
12,468
1561
$43K ﹤0.01%
1,688
-241
1562
$43K ﹤0.01%
1,003
+1
1563
$43K ﹤0.01%
2,450
+435
1564
$43K ﹤0.01%
1,305
+45
1565
$43K ﹤0.01%
230
+147
1566
$43K ﹤0.01%
8,550
+1,980
1567
$43K ﹤0.01%
+430
1568
$43K ﹤0.01%
599
+525
1569
$43K ﹤0.01%
700
1570
$43K ﹤0.01%
378
+219
1571
$43K ﹤0.01%
+800
1572
$42K ﹤0.01%
1,074
+664
1573
$42K ﹤0.01%
826
-225
1574
$42K ﹤0.01%
1,100
1575
$42K ﹤0.01%
960
+132
61 62
63
64 65