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
2101
$1K ﹤0.01%
+28
2102
$1K ﹤0.01%
100
2103
$1K ﹤0.01%
10
2104
$1K ﹤0.01%
+169
2105
$1K ﹤0.01%
+94
2106
$1K ﹤0.01%
+67
2107
$1K ﹤0.01%
+100
2108
$1K ﹤0.01%
33
+23
2109
$1K ﹤0.01%
49
-164
2110
$1K ﹤0.01%
9
-392
2111
$1K ﹤0.01%
+201
2112
$1K ﹤0.01%
+105
2113
$1K ﹤0.01%
+500
2114
$1K ﹤0.01%
44
2115
$1K ﹤0.01%
+170
2116
$1K ﹤0.01%
27
2117
$1K ﹤0.01%
75
-400
2118
$1K ﹤0.01%
65
-250
2119
$1K ﹤0.01%
+60
2120
$1K ﹤0.01%
+37
2121
$1K ﹤0.01%
44
-26
2122
$1K ﹤0.01%
388
2123
$1K ﹤0.01%
78
-35
2124
$1K ﹤0.01%
202
2125
$1K ﹤0.01%
180
83 84
85
86 87