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
1701
$7K ﹤0.01%
200
1702
$7K ﹤0.01%
+1,000
1703
$7K ﹤0.01%
500
1704
$6K ﹤0.01%
300
1705
$6K ﹤0.01%
77
-100
1706
$6K ﹤0.01%
+70
1707
$6K ﹤0.01%
33
+11
1708
$6K ﹤0.01%
267
-6
1709
$6K ﹤0.01%
38
+10
1710
$6K ﹤0.01%
113
1711
$6K ﹤0.01%
4,971
1712
$6K ﹤0.01%
1,000
-150
1713
$6K ﹤0.01%
280
1714
$6K ﹤0.01%
85
1715
$6K ﹤0.01%
+51
1716
$6K ﹤0.01%
300
+150
1717
$6K ﹤0.01%
260
-332
1718
$6K ﹤0.01%
+669
1719
$6K ﹤0.01%
158
1720
$6K ﹤0.01%
+122
1721
$6K ﹤0.01%
300
1722
$6K ﹤0.01%
+21
1723
$6K ﹤0.01%
56
1724
$6K ﹤0.01%
+62
1725
$6K ﹤0.01%
100
67 68
69
70 71