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
2051
$2K ﹤0.01%
+150
2052
$2K ﹤0.01%
+31
2053
$2K ﹤0.01%
18
2054
– –
0
2055
$2K ﹤0.01%
120
2056
$2K ﹤0.01%
+500
2057
$2K ﹤0.01%
4
2058
$2K ﹤0.01%
+76
2059
$2K ﹤0.01%
+134
2060
$2K ﹤0.01%
45
2061
$2K ﹤0.01%
34
2062
$2K ﹤0.01%
+139
2063
$2K ﹤0.01%
103
+13
2064
$2K ﹤0.01%
+50
2065
$2K ﹤0.01%
+3,000
2066
$2K ﹤0.01%
+187
2067
$2K ﹤0.01%
+123
2068
$2K ﹤0.01%
280
2069
$2K ﹤0.01%
+150
2070
$2K ﹤0.01%
+970
2071
$2K ﹤0.01%
131
2072
$2K ﹤0.01%
+950
2073
$2K ﹤0.01%
98
-201
2074
$2K ﹤0.01%
182
2075
$2K ﹤0.01%
22
-2,333
81 82
83
84 85