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
151
$2.26M 0.15%
+92,317
152
$2.26M 0.15%
24,321
+754
153
$2.25M 0.15%
50,760
-40,113
154
$2.21M 0.15%
15,028
-417
155
$2.21M 0.15%
34,078
+3,336
156
$2.2M 0.15%
21,675
+13,128
157
$2.2M 0.15%
6,298
-1,305
158
$2.19M 0.15%
6,482
+82
159
$2.18M 0.15%
45,249
+21,707
160
$2.13M 0.15%
12,452
+7,252
161
$2.11M 0.14%
31,323
+1,309
162
$2.1M 0.14%
27,789
+2,183
163
$2.06M 0.14%
14,016
-15
164
$2.05M 0.14%
34,284
+1,135
165
$2.04M 0.14%
22,933
-5,808
166
$2.04M 0.14%
10,720
+1,602
167
$2.02M 0.14%
52,236
+3,492
168
$2.01M 0.14%
17,812
-472
169
$1.99M 0.14%
18,181
+1,461
170
$1.98M 0.14%
71,205
+7,900
171
$1.96M 0.13%
28,279
+12,103
172
$1.96M 0.13%
28,022
+1,371
173
$1.95M 0.13%
24,243
-73
174
$1.95M 0.13%
176,142
+40,917
175
$1.95M 0.13%
44,613
+21,696
5 6
7
8 9