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SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $19.6B
1-Year Est. Return 22.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.93%
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
+$8.45M
2
+$7.18M
3
+$6.74M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$6.23M
5
MSFT icon
Microsoft
MSFT
+$6.11M

Top Sells

1
+$9.73M
2
+$9.56M
3
+$7.62M
4
T icon
AT&T
T
+$6.88M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.02M

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%
125
2152
$10K ﹤0.01%
675
-313
2153
$10K ﹤0.01%
60
2154
$10K ﹤0.01%
1,210
+16
2155
$10K ﹤0.01%
552
-958
2156
$10K ﹤0.01%
242
-25
2157
$10K ﹤0.01%
+1,949
2158
$10K ﹤0.01%
125
2159
$10K ﹤0.01%
+285
2160
$10K ﹤0.01%
+200
2161
$10K ﹤0.01%
125
+5
2162
$10K ﹤0.01%
252
2163
$9K ﹤0.01%
615
2164
$9K ﹤0.01%
1,750
-2,386
2165
$9K ﹤0.01%
592
2166
$9K ﹤0.01%
1,122
2167
$9K ﹤0.01%
1,000
2168
$9K ﹤0.01%
309
-24
2169
$9K ﹤0.01%
1,053
-10,389
2170
$9K ﹤0.01%
500
2171
$9K ﹤0.01%
750
+50
2172
$9K ﹤0.01%
222
2173
$9K ﹤0.01%
816
+60
2174
$9K ﹤0.01%
175
2175
$9K ﹤0.01%
400
85 86
87
88 89