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
2076
$2K ﹤0.01%
85
2077
$2K ﹤0.01%
+3,186
2078
$1K ﹤0.01%
+20
2079
$1K ﹤0.01%
105
2080
$1K ﹤0.01%
200
-15,231
2081
$1K ﹤0.01%
100
2082
$1K ﹤0.01%
+32
2083
$1K ﹤0.01%
64
2084
$1K ﹤0.01%
+97
2085
$1K ﹤0.01%
+42
2086
$1K ﹤0.01%
33
2087
$1K ﹤0.01%
16
2088
$1K ﹤0.01%
+37
2089
$1K ﹤0.01%
90
-76
2090
$1K ﹤0.01%
100
2091
$1K ﹤0.01%
300
2092
$1K ﹤0.01%
46
2093
$1K ﹤0.01%
74
2094
$1K ﹤0.01%
1
2095
$1K ﹤0.01%
+35
2096
$1K ﹤0.01%
50
2097
$1K ﹤0.01%
+77
2098
$1K ﹤0.01%
+100
2099
$1K ﹤0.01%
41
2100
$1K ﹤0.01%
+17
82 83
84
85 86