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
1901
$20K ﹤0.01%
214
+1
1902
$20K ﹤0.01%
2,603
+2,303
1903
$20K ﹤0.01%
+1,000
1904
$20K ﹤0.01%
5,000
1905
$19K ﹤0.01%
906
1906
$19K ﹤0.01%
300
+200
1907
$19K ﹤0.01%
3,920
1908
$19K ﹤0.01%
+1,300
1909
$19K ﹤0.01%
320
1910
$19K ﹤0.01%
500
1911
$19K ﹤0.01%
8,120
-13,028
1912
$19K ﹤0.01%
1,250
1913
$19K ﹤0.01%
407
1914
$19K ﹤0.01%
133
+87
1915
$19K ﹤0.01%
+4,000
1916
$19K ﹤0.01%
118
1917
$19K ﹤0.01%
2,025
-157
1918
$19K ﹤0.01%
232
1919
$19K ﹤0.01%
+930
1920
$18K ﹤0.01%
186
+96
1921
$18K ﹤0.01%
201
+150
1922
$18K ﹤0.01%
644
-500
1923
$18K ﹤0.01%
1,384
+108
1924
$18K ﹤0.01%
1,600
1925
$18K ﹤0.01%
590
-250
75 76
77
78 79