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
1851
$22K ﹤0.01%
825
1852
$22K ﹤0.01%
1,137
-3,861
1853
$22K ﹤0.01%
97
1854
$22K ﹤0.01%
2,100
-1,075
1855
$22K ﹤0.01%
1,444
-44
1856
$22K ﹤0.01%
328
1857
$22K ﹤0.01%
+500
1858
$22K ﹤0.01%
200
1859
$22K ﹤0.01%
353
-16
1860
$22K ﹤0.01%
244
1861
$22K ﹤0.01%
200
-495
1862
$22K ﹤0.01%
+298
1863
$22K ﹤0.01%
821
-3,320
1864
$22K ﹤0.01%
573
1865
$22K ﹤0.01%
1,500
1866
$22K ﹤0.01%
633
-200
1867
$22K ﹤0.01%
619
-195
1868
$22K ﹤0.01%
+1,807
1869
$21K ﹤0.01%
2,094
-286
1870
$21K ﹤0.01%
1,690
-620
1871
$21K ﹤0.01%
+2,200
1872
$21K ﹤0.01%
312
-100
1873
$21K ﹤0.01%
123
1874
$21K ﹤0.01%
+1,400
1875
$21K ﹤0.01%
600
-36
73 74
75
76 77