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
1926
$3K ﹤0.01%
600
1927
$3K ﹤0.01%
+36
1928
$3K ﹤0.01%
85
1929
$3K ﹤0.01%
207
1930
$3K ﹤0.01%
31
1931
$3K ﹤0.01%
65
1932
$3K ﹤0.01%
35
1933
$3K ﹤0.01%
200
1934
$3K ﹤0.01%
+150
1935
$3K ﹤0.01%
+82
1936
$3K ﹤0.01%
230
1937
$3K ﹤0.01%
54
1938
$3K ﹤0.01%
1,000
1939
$3K ﹤0.01%
50
1940
$3K ﹤0.01%
66
1941
$3K ﹤0.01%
151
-221
1942
$3K ﹤0.01%
+200
1943
$3K ﹤0.01%
322
1944
$3K ﹤0.01%
+201
1945
$3K ﹤0.01%
47
1946
$3K ﹤0.01%
75
1947
$3K ﹤0.01%
+600
1948
$3K ﹤0.01%
108
1949
$3K ﹤0.01%
+400
1950
$3K ﹤0.01%
120
76 77
78
79 80