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
1576
$42K ﹤0.01%
275
+200
1577
$42K ﹤0.01%
2,740
-425
1578
$42K ﹤0.01%
1,094
1579
$42K ﹤0.01%
4,265
1580
$42K ﹤0.01%
18,555
-93
1581
$41K ﹤0.01%
+600
1582
$41K ﹤0.01%
108
1583
$41K ﹤0.01%
5,044
1584
$41K ﹤0.01%
+370
1585
$41K ﹤0.01%
1,250
+500
1586
$41K ﹤0.01%
1,516
+16
1587
$41K ﹤0.01%
104
+2
1588
$41K ﹤0.01%
469
+110
1589
$41K ﹤0.01%
1,622
1590
$41K ﹤0.01%
750
1591
$40K ﹤0.01%
864
-35
1592
$40K ﹤0.01%
84
-38
1593
$40K ﹤0.01%
1,300
1594
$40K ﹤0.01%
10,810
-1,000
1595
$40K ﹤0.01%
602
+376
1596
$40K ﹤0.01%
734
1597
$40K ﹤0.01%
2,575
+85
1598
$40K ﹤0.01%
1,300
+594
1599
$40K ﹤0.01%
3,439
1600
$40K ﹤0.01%
3,530
-1,000
62 63
64
65 66