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
1626
$8K ﹤0.01%
+1,000
1627
$8K ﹤0.01%
100
1628
$8K ﹤0.01%
624
1629
$8K ﹤0.01%
96
-579
1630
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263
+120
1631
$8K ﹤0.01%
+200
1632
$8K ﹤0.01%
+520
1633
$8K ﹤0.01%
9,718
1634
$8K ﹤0.01%
583
+15
1635
$8K ﹤0.01%
400
1636
$8K ﹤0.01%
147
-264
1637
$8K ﹤0.01%
200
1638
$8K ﹤0.01%
101
-77
1639
$8K ﹤0.01%
100
1640
$8K ﹤0.01%
125
1641
$8K ﹤0.01%
200
-102
1642
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78
-52
1643
$8K ﹤0.01%
407
1644
$8K ﹤0.01%
+240
1645
$8K ﹤0.01%
155
-21
1646
$8K ﹤0.01%
484
+70
1647
$8K ﹤0.01%
222
1648
$8K ﹤0.01%
316
+213
1649
$8K ﹤0.01%
1,170
1650
$8K ﹤0.01%
110
-706
64 65
66
67 68