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
1951
$17K ﹤0.01%
162
1952
$17K ﹤0.01%
1,000
1953
$17K ﹤0.01%
784
+2
1954
$16K ﹤0.01%
763
1955
$16K ﹤0.01%
253
-200
1956
$16K ﹤0.01%
350
+150
1957
$16K ﹤0.01%
531
+18
1958
$16K ﹤0.01%
302
1959
$16K ﹤0.01%
1,893
1960
$16K ﹤0.01%
613
+2
1961
$16K ﹤0.01%
1,300
-80
1962
$16K ﹤0.01%
289
-58
1963
$16K ﹤0.01%
16
+5
1964
$16K ﹤0.01%
500
1965
$16K ﹤0.01%
500
1966
$16K ﹤0.01%
249
+148
1967
$16K ﹤0.01%
250
+50
1968
$16K ﹤0.01%
637
1969
$16K ﹤0.01%
770
1970
$16K ﹤0.01%
+1,251
1971
$15K ﹤0.01%
244
1972
$15K ﹤0.01%
150
1973
$15K ﹤0.01%
236
1974
$15K ﹤0.01%
500
1975
$15K ﹤0.01%
199
77 78
79
80 81