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
1801
$5K ﹤0.01%
+400
1802
$5K ﹤0.01%
+200
1803
$5K ﹤0.01%
100
1804
$5K ﹤0.01%
194
1805
$5K ﹤0.01%
87
+3
1806
$5K ﹤0.01%
117
1807
$5K ﹤0.01%
+50
1808
$5K ﹤0.01%
144
1809
$5K ﹤0.01%
100
1810
$5K ﹤0.01%
74
1811
$5K ﹤0.01%
45
1812
$5K ﹤0.01%
125
+32
1813
$5K ﹤0.01%
+511
1814
$5K ﹤0.01%
398
1815
$5K ﹤0.01%
561
+65
1816
$5K ﹤0.01%
88
-67
1817
$5K ﹤0.01%
2,580
1818
$5K ﹤0.01%
88
1819
$5K ﹤0.01%
+2,000
1820
$5K ﹤0.01%
48
1821
$5K ﹤0.01%
+429
1822
$5K ﹤0.01%
60
-8
1823
$5K ﹤0.01%
339
+212
1824
$5K ﹤0.01%
242
1825
$4K ﹤0.01%
93
71 72
73
74 75