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
$2.1B
AUM Growth
+$421M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,840
New
Increased
Reduced
Closed

Top Buys

1 +$21.6M
2 +$17.7M
3 +$15.3M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$14.3M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$9.17M

Top Sells

1 +$10.9M
2 +$8.6M
3 +$5.65M
4
T icon
AT&T
T
+$4.1M
5
VHT icon
Vanguard Health Care ETF
VHT
+$3.54M

Sector Composition

1 Technology 11.48%
2 Financials 8.06%
3 Consumer Discretionary 7.75%
4 Healthcare 7.15%
5 Communication Services 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2051
$6K ﹤0.01%
294
2052
$6K ﹤0.01%
+402
2053
$6K ﹤0.01%
150
2054
$6K ﹤0.01%
2,685
2055
$6K ﹤0.01%
201
+93
2056
$6K ﹤0.01%
250
2057
$6K ﹤0.01%
66
-26
2058
$6K ﹤0.01%
200
2059
$6K ﹤0.01%
200
2060
$6K ﹤0.01%
193
-27
2061
$6K ﹤0.01%
175
2062
$6K ﹤0.01%
166
2063
$6K ﹤0.01%
161
2064
$6K ﹤0.01%
184
2065
$6K ﹤0.01%
100
2066
$6K ﹤0.01%
1,000
2067
$6K ﹤0.01%
246
2068
$6K ﹤0.01%
163
2069
$6K ﹤0.01%
287
2070
$6K ﹤0.01%
58
-172
2071
$6K ﹤0.01%
74
-44
2072
$6K ﹤0.01%
+93
2073
$6K ﹤0.01%
+300
2074
$6K ﹤0.01%
+100
2075
$6K ﹤0.01%
+500