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
1651
$8K ﹤0.01%
+720
1652
$8K ﹤0.01%
616
-242
1653
$8K ﹤0.01%
1,025
-126
1654
$8K ﹤0.01%
300
1655
$8K ﹤0.01%
221
-40
1656
$8K ﹤0.01%
110
-47
1657
$8K ﹤0.01%
285
+65
1658
$8K ﹤0.01%
+153
1659
$8K ﹤0.01%
268
-140
1660
$8K ﹤0.01%
+137
1661
$8K ﹤0.01%
223
1662
$8K ﹤0.01%
45
1663
$8K ﹤0.01%
+500
1664
$8K ﹤0.01%
252
1665
$8K ﹤0.01%
400
1666
$8K ﹤0.01%
270
1667
$7K ﹤0.01%
+400
1668
$7K ﹤0.01%
990
1669
$7K ﹤0.01%
214
-36
1670
$7K ﹤0.01%
+128
1671
$7K ﹤0.01%
175
1672
$7K ﹤0.01%
100
1673
$7K ﹤0.01%
111
+88
1674
$7K ﹤0.01%
400
1675
$7K ﹤0.01%
830
65 66
67
68 69