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
1726
$30K ﹤0.01%
3,544
+1,085
1727
$30K ﹤0.01%
891
1728
$30K ﹤0.01%
4,099
1729
$30K ﹤0.01%
693
1730
$30K ﹤0.01%
1,090
-1,531
1731
$30K ﹤0.01%
2,725
+19
1732
$30K ﹤0.01%
929
1733
$29K ﹤0.01%
+295
1734
$29K ﹤0.01%
+4,000
1735
$29K ﹤0.01%
392
+5
1736
$29K ﹤0.01%
525
+225
1737
$29K ﹤0.01%
404
+360
1738
$29K ﹤0.01%
455
1739
$29K ﹤0.01%
277
1740
$29K ﹤0.01%
1,826
-7,284
1741
$29K ﹤0.01%
1,527
+25
1742
– –
0
1743
$29K ﹤0.01%
413
-37
1744
$29K ﹤0.01%
506
1745
$29K ﹤0.01%
223
1746
$29K ﹤0.01%
1,250
+525
1747
$29K ﹤0.01%
2,000
+500
1748
$29K ﹤0.01%
+859
1749
$29K ﹤0.01%
200
1750
$29K ﹤0.01%
470
68 69
70
71 72