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
2001
$2K ﹤0.01%
200
2002
$2K ﹤0.01%
42
2003
$2K ﹤0.01%
+32
2004
$2K ﹤0.01%
+50
2005
$2K ﹤0.01%
77
+34
2006
$2K ﹤0.01%
+80
2007
$2K ﹤0.01%
+500
2008
$2K ﹤0.01%
+56
2009
$2K ﹤0.01%
200
2010
$2K ﹤0.01%
130
2011
$2K ﹤0.01%
180
2012
$2K ﹤0.01%
55
2013
$2K ﹤0.01%
+176
2014
$2K ﹤0.01%
43
-51
2015
$2K ﹤0.01%
45
2016
$2K ﹤0.01%
55
2017
$2K ﹤0.01%
30
2018
$2K ﹤0.01%
53
2019
$2K ﹤0.01%
130
2020
$2K ﹤0.01%
+111
2021
$2K ﹤0.01%
101
2022
$2K ﹤0.01%
1,143
2023
$2K ﹤0.01%
13
2024
$2K ﹤0.01%
86
2025
$2K ﹤0.01%
100
79 80
81
82 83