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
2151
$10K ﹤0.01%
200
2152
$10K ﹤0.01%
125
2153
$10K ﹤0.01%
675
-313
2154
$10K ﹤0.01%
60
2155
$10K ﹤0.01%
256
2156
$10K ﹤0.01%
+200
2157
$10K ﹤0.01%
552
-958
2158
$10K ﹤0.01%
242
-25
2159
$10K ﹤0.01%
1,210
+16
2160
$10K ﹤0.01%
+1,949
2161
$10K ﹤0.01%
125
+5
2162
$10K ﹤0.01%
252
2163
$9K ﹤0.01%
771
2164
$9K ﹤0.01%
142
2165
$9K ﹤0.01%
1,802
-846
2166
$9K ﹤0.01%
615
2167
$9K ﹤0.01%
2,250
2168
$9K ﹤0.01%
1,053
-10,389
2169
$9K ﹤0.01%
500
2170
$9K ﹤0.01%
256
-449
2171
$9K ﹤0.01%
6
2172
$9K ﹤0.01%
50
2173
$9K ﹤0.01%
165
2174
$9K ﹤0.01%
3,477
+2,000
2175
$9K ﹤0.01%
127
85 86
87
88 89