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
2026
$2K ﹤0.01%
86
-991
2027
$2K ﹤0.01%
75
2028
$2K ﹤0.01%
28
+15
2029
$2K ﹤0.01%
200
2030
$2K ﹤0.01%
+34
2031
$2K ﹤0.01%
169
2032
$2K ﹤0.01%
+48
2033
$2K ﹤0.01%
65
2034
$2K ﹤0.01%
+90
2035
$2K ﹤0.01%
+125
2036
$2K ﹤0.01%
55
2037
$2K ﹤0.01%
+92
2038
$2K ﹤0.01%
24
2039
$2K ﹤0.01%
80
2040
$2K ﹤0.01%
71
2041
$2K ﹤0.01%
204
2042
$2K ﹤0.01%
156
-29
2043
$2K ﹤0.01%
317
2044
$2K ﹤0.01%
59
-1,833
2045
$2K ﹤0.01%
+80
2046
$2K ﹤0.01%
13
2047
$2K ﹤0.01%
2,000
2048
$2K ﹤0.01%
28
2049
$2K ﹤0.01%
53
2050
$2K ﹤0.01%
20
80 81
82
83 84