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
1876
$21K ﹤0.01%
625
1877
$21K ﹤0.01%
442
1878
$21K ﹤0.01%
769
-204
1879
$21K ﹤0.01%
+2,400
1880
$21K ﹤0.01%
3,644
1881
$21K ﹤0.01%
1,690
-620
1882
$21K ﹤0.01%
+2,200
1883
$21K ﹤0.01%
312
-100
1884
$21K ﹤0.01%
283
1885
$21K ﹤0.01%
3,300
1886
$21K ﹤0.01%
5,922
1887
$21K ﹤0.01%
475
+125
1888
$21K ﹤0.01%
342
-279
1889
$20K ﹤0.01%
250
1890
$20K ﹤0.01%
208
1891
$20K ﹤0.01%
719
-950
1892
$20K ﹤0.01%
750
+600
1893
$20K ﹤0.01%
370
-142
1894
$20K ﹤0.01%
2,292
+261
1895
$20K ﹤0.01%
922
+722
1896
$20K ﹤0.01%
1,005
1897
$20K ﹤0.01%
1,546
+59
1898
$20K ﹤0.01%
513
1899
$20K ﹤0.01%
315
-55
1900
$20K ﹤0.01%
1,300
-391
74 75
76
77 78