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
1901
$3K ﹤0.01%
42
-20
1902
$3K ﹤0.01%
100
1903
$3K ﹤0.01%
80
1904
$3K ﹤0.01%
2,030
-1,000
1905
$3K ﹤0.01%
102
1906
$3K ﹤0.01%
+150
1907
$3K ﹤0.01%
+200
1908
$3K ﹤0.01%
250
1909
$3K ﹤0.01%
102
1910
$3K ﹤0.01%
1,000
1911
$3K ﹤0.01%
66
1912
$3K ﹤0.01%
+41
1913
$3K ﹤0.01%
84
+15
1914
$3K ﹤0.01%
+162
1915
$3K ﹤0.01%
80
+7
1916
$3K ﹤0.01%
85
1917
$3K ﹤0.01%
+300
1918
$3K ﹤0.01%
1,000
-400
1919
$3K ﹤0.01%
+96
1920
$3K ﹤0.01%
300
1921
$3K ﹤0.01%
58
1922
$3K ﹤0.01%
60
-75
1923
$3K ﹤0.01%
197
+117
1924
$3K ﹤0.01%
+500
1925
$3K ﹤0.01%
+55
75 76
77
78 79