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
1826
$24K ﹤0.01%
242
1827
$24K ﹤0.01%
+40
1828
$24K ﹤0.01%
+933
1829
$24K ﹤0.01%
1,000
1830
$24K ﹤0.01%
+749
1831
$24K ﹤0.01%
500
1832
$24K ﹤0.01%
4,306
-649
1833
$24K ﹤0.01%
944
+9
1834
$23K ﹤0.01%
855
+358
1835
$23K ﹤0.01%
68
-18
1836
$23K ﹤0.01%
+796
1837
$23K ﹤0.01%
1,057
-46
1838
$23K ﹤0.01%
+372
1839
$23K ﹤0.01%
1,517
1840
$23K ﹤0.01%
883
+585
1841
$23K ﹤0.01%
585
-45
1842
$23K ﹤0.01%
+300
1843
$23K ﹤0.01%
894
+197
1844
$23K ﹤0.01%
159
+35
1845
$23K ﹤0.01%
+60
1846
$23K ﹤0.01%
1,000
+600
1847
$23K ﹤0.01%
504
1848
$23K ﹤0.01%
1,600
1849
$22K ﹤0.01%
1,444
-44
1850
$22K ﹤0.01%
328
72 73
74
75 76