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
1601
$9K ﹤0.01%
242
+46
1602
$9K ﹤0.01%
246
1603
$9K ﹤0.01%
+83
1604
$9K ﹤0.01%
+135
1605
$9K ﹤0.01%
498
1606
$9K ﹤0.01%
+290
1607
$9K ﹤0.01%
848
1608
$9K ﹤0.01%
346
1609
$9K ﹤0.01%
170
1610
$9K ﹤0.01%
250
1611
$9K ﹤0.01%
217
1612
$9K ﹤0.01%
217
+167
1613
$9K ﹤0.01%
+700
1614
$9K ﹤0.01%
400
1615
$9K ﹤0.01%
269
1616
$9K ﹤0.01%
162
1617
$9K ﹤0.01%
200
-1,400
1618
$9K ﹤0.01%
4,725
-2,150
1619
$9K ﹤0.01%
38
-4
1620
$9K ﹤0.01%
75
+9
1621
$9K ﹤0.01%
+300
1622
$9K ﹤0.01%
400
1623
$9K ﹤0.01%
+1,500
1624
$9K ﹤0.01%
155
1625
$8K ﹤0.01%
115
63 64
65
66 67