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
1676
$34K ﹤0.01%
+4,145
1677
$34K ﹤0.01%
1,100
+100
1678
$34K ﹤0.01%
300
1679
$33K ﹤0.01%
365
+184
1680
$33K ﹤0.01%
340
-250
1681
$33K ﹤0.01%
2,800
1682
$33K ﹤0.01%
506
-563
1683
$33K ﹤0.01%
971
1684
$33K ﹤0.01%
+10,904
1685
$33K ﹤0.01%
2,466
+270
1686
$33K ﹤0.01%
700
1687
$33K ﹤0.01%
+770
1688
$33K ﹤0.01%
781
1689
$33K ﹤0.01%
953
-341
1690
$33K ﹤0.01%
1,344
+1,003
1691
$32K ﹤0.01%
825
-115
1692
$32K ﹤0.01%
1,814
+41
1693
$32K ﹤0.01%
597
+74
1694
$32K ﹤0.01%
814
1695
$32K ﹤0.01%
1,476
1696
$32K ﹤0.01%
5,154
+3,744
1697
$32K ﹤0.01%
1,525
1698
$32K ﹤0.01%
4,015
-1,058
1699
$32K ﹤0.01%
469
1700
$32K ﹤0.01%
2,400
+900
66 67
68
69 70