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
1751
$28K ﹤0.01%
450
-12
1752
$28K ﹤0.01%
1,022
+900
1753
$28K ﹤0.01%
+1,400
1754
$28K ﹤0.01%
+2,500
1755
$28K ﹤0.01%
1,717
+1,521
1756
$28K ﹤0.01%
+197
1757
$28K ﹤0.01%
821
+227
1758
$28K ﹤0.01%
+350
1759
$28K ﹤0.01%
+918
1760
$28K ﹤0.01%
2,150
+550
1761
$28K ﹤0.01%
4,500
+3,500
1762
$28K ﹤0.01%
1,494
-994
1763
$28K ﹤0.01%
450
1764
$28K ﹤0.01%
910
1765
$28K ﹤0.01%
400
1766
$28K ﹤0.01%
3,554
-1,283
1767
$27K ﹤0.01%
+1,250
1768
$27K ﹤0.01%
161
+95
1769
$27K ﹤0.01%
2,800
+600
1770
$27K ﹤0.01%
2,350
1771
$27K ﹤0.01%
1,525
-275
1772
$27K ﹤0.01%
815
1773
$27K ﹤0.01%
939
+2
1774
$27K ﹤0.01%
+1,569
1775
$27K ﹤0.01%
116
+80
69 70
71
72 73