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
2026
$14K ﹤0.01%
178
2027
$14K ﹤0.01%
885
2028
$14K ﹤0.01%
159
-79
2029
$13K ﹤0.01%
5,806
2030
$13K ﹤0.01%
55
2031
$13K ﹤0.01%
2,820
-1,010
2032
$13K ﹤0.01%
310
2033
$13K ﹤0.01%
2,270
2034
$13K ﹤0.01%
450
2035
$13K ﹤0.01%
2,251
-1,962
2036
$13K ﹤0.01%
450
2037
$13K ﹤0.01%
+500
2038
$13K ﹤0.01%
1,085
+1,000
2039
$13K ﹤0.01%
350
2040
$13K ﹤0.01%
+1,000
2041
$13K ﹤0.01%
1,001
2042
$13K ﹤0.01%
143
2043
$13K ﹤0.01%
192
2044
$13K ﹤0.01%
1,000
-522
2045
$13K ﹤0.01%
+225
2046
$13K ﹤0.01%
+80
2047
$13K ﹤0.01%
614
+190
2048
$13K ﹤0.01%
215
2049
$13K ﹤0.01%
115
2050
$13K ﹤0.01%
325
+25
80 81
82
83 84