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
1626
$38K ﹤0.01%
100
1627
$38K ﹤0.01%
2,788
1628
$38K ﹤0.01%
2,630
1629
$38K ﹤0.01%
+3,488
1630
$38K ﹤0.01%
4,855
-100
1631
$37K ﹤0.01%
2,194
1632
$37K ﹤0.01%
308
+205
1633
$37K ﹤0.01%
790
1634
$37K ﹤0.01%
1,500
1635
$37K ﹤0.01%
312
-50
1636
$37K ﹤0.01%
500
1637
$37K ﹤0.01%
1,493
1638
$37K ﹤0.01%
900
1639
$37K ﹤0.01%
2,300
1640
$37K ﹤0.01%
200
1641
$37K ﹤0.01%
261
+32
1642
$37K ﹤0.01%
375
1643
$36K ﹤0.01%
692
1644
$36K ﹤0.01%
3,779
-1,019
1645
$36K ﹤0.01%
700
1646
$36K ﹤0.01%
1,398
1647
$36K ﹤0.01%
600
1648
$36K ﹤0.01%
1,032
+32
1649
$36K ﹤0.01%
896
+334
1650
$36K ﹤0.01%
3,510
+40
64 65
66
67 68