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
1976
$15K ﹤0.01%
+3,000
1977
$15K ﹤0.01%
451
-768
1978
$15K ﹤0.01%
162
+127
1979
$15K ﹤0.01%
379
+61
1980
$15K ﹤0.01%
230
1981
$15K ﹤0.01%
321
+1
1982
$15K ﹤0.01%
50
-52
1983
$15K ﹤0.01%
1,350
-1,015
1984
$15K ﹤0.01%
342
+145
1985
$15K ﹤0.01%
1,000
1986
$15K ﹤0.01%
664
+135
1987
$15K ﹤0.01%
453
1988
$15K ﹤0.01%
65
+15
1989
$15K ﹤0.01%
1,231
+531
1990
$15K ﹤0.01%
1,000
1991
$15K ﹤0.01%
250
-1,600
1992
$15K ﹤0.01%
308
1993
$15K ﹤0.01%
269
+64
1994
$15K ﹤0.01%
+173
1995
$15K ﹤0.01%
215
-245
1996
$15K ﹤0.01%
1,750
-600
1997
$15K ﹤0.01%
+2,500
1998
$15K ﹤0.01%
855
1999
$15K ﹤0.01%
1,300
-200
2000
$15K ﹤0.01%
300
78 79
80
81 82