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
1976
$2K ﹤0.01%
+90
1977
$2K ﹤0.01%
72
1978
$2K ﹤0.01%
60
1979
$2K ﹤0.01%
60
-64
1980
$2K ﹤0.01%
+12
1981
$2K ﹤0.01%
32
1982
$2K ﹤0.01%
25
1983
$2K ﹤0.01%
112
1984
$2K ﹤0.01%
+200
1985
$2K ﹤0.01%
+76
1986
$2K ﹤0.01%
34
+4
1987
$2K ﹤0.01%
+414
1988
$2K ﹤0.01%
220
-166
1989
$2K ﹤0.01%
62
-64
1990
$2K ﹤0.01%
20
+14
1991
$2K ﹤0.01%
73
1992
$2K ﹤0.01%
75
1993
$2K ﹤0.01%
+132
1994
$2K ﹤0.01%
+200
1995
$2K ﹤0.01%
+36
1996
$2K ﹤0.01%
+250
1997
$2K ﹤0.01%
75
-330
1998
$2K ﹤0.01%
+322
1999
$2K ﹤0.01%
+200
2000
$2K ﹤0.01%
+300
78 79
80
81 82