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
1951
$3K ﹤0.01%
10
1952
$3K ﹤0.01%
28
1953
$3K ﹤0.01%
+125
1954
$3K ﹤0.01%
+145
1955
$3K ﹤0.01%
+52
1956
$3K ﹤0.01%
+100
1957
$3K ﹤0.01%
100
1958
$3K ﹤0.01%
115
1959
$3K ﹤0.01%
29
1960
$3K ﹤0.01%
+125
1961
$3K ﹤0.01%
320
1962
$3K ﹤0.01%
120
-77
1963
$3K ﹤0.01%
739
-2,877
1964
$3K ﹤0.01%
70
1965
$3K ﹤0.01%
+135
1966
$3K ﹤0.01%
28
1967
$3K ﹤0.01%
181
+69
1968
$3K ﹤0.01%
146
1969
$2K ﹤0.01%
+500
1970
$2K ﹤0.01%
+1,035
1971
$2K ﹤0.01%
125
1972
$2K ﹤0.01%
60
1973
$2K ﹤0.01%
300
1974
$2K ﹤0.01%
+149
1975
$2K ﹤0.01%
+125
77 78
79
80 81