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
1776
$27K ﹤0.01%
356
1777
$27K ﹤0.01%
2,000
-710
1778
$27K ﹤0.01%
365
+90
1779
$27K ﹤0.01%
588
1780
$27K ﹤0.01%
542
+142
1781
$27K ﹤0.01%
+7
1782
$27K ﹤0.01%
1,165
1783
$26K ﹤0.01%
2,000
+1,000
1784
$26K ﹤0.01%
1,313
1785
$26K ﹤0.01%
1,001
+41
1786
$26K ﹤0.01%
192
+5
1787
$26K ﹤0.01%
950
+44
1788
$26K ﹤0.01%
1,930
+12
1789
$26K ﹤0.01%
415
1790
$26K ﹤0.01%
710
1791
$26K ﹤0.01%
610
+150
1792
$26K ﹤0.01%
1,338
1793
$26K ﹤0.01%
765
1794
$26K ﹤0.01%
889
-190
1795
$26K ﹤0.01%
323
-4,510
1796
$26K ﹤0.01%
+190
1797
$26K ﹤0.01%
521
-585
1798
$26K ﹤0.01%
255
+104
1799
$26K ﹤0.01%
1,151
1800
$26K ﹤0.01%
1,105
70 71
72
73 74