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
176
$1.94M 0.13%
41,312
-20,938
177
$1.94M 0.13%
17,608
+1,051
178
$1.93M 0.13%
15,855
+2,572
179
$1.84M 0.13%
39,242
-80,043
180
$1.82M 0.12%
14,972
+6,207
181
$1.82M 0.12%
65,579
+4,604
182
$1.8M 0.12%
8,520
+1,080
183
$1.8M 0.12%
36,325
+900
184
$1.78M 0.12%
30,109
+249
185
$1.78M 0.12%
56,762
+21,938
186
$1.78M 0.12%
21,161
+1,865
187
$1.77M 0.12%
32,289
+2,475
188
$1.76M 0.12%
16,824
-6,800
189
$1.74M 0.12%
30,103
+3,849
190
$1.74M 0.12%
33,261
+3,263
191
$1.73M 0.12%
12,739
-473
192
$1.72M 0.12%
13,886
+1,977
193
$1.71M 0.12%
31,401
+12,341
194
$1.71M 0.12%
+26,348
195
$1.7M 0.12%
35,853
+18,968
196
$1.69M 0.12%
16,025
+49
197
$1.68M 0.12%
105,360
+6,464
198
$1.66M 0.11%
26,760
+1,181
199
$1.63M 0.11%
+14,868
200
$1.61M 0.11%
22,226
+1,212
6 7
8
9 10