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%
1,000
2152
$10K ﹤0.01%
320
-68
2153
$10K ﹤0.01%
203
+1
2154
$10K ﹤0.01%
596
+240
2155
$10K ﹤0.01%
+415
2156
$10K ﹤0.01%
+450
2157
$10K ﹤0.01%
2,252
-1,885
2158
$10K ﹤0.01%
256
2159
$10K ﹤0.01%
+200
2160
$10K ﹤0.01%
552
-958
2161
$10K ﹤0.01%
242
-25
2162
$10K ﹤0.01%
1,210
+16
2163
$9K ﹤0.01%
771
2164
$9K ﹤0.01%
256
-449
2165
$9K ﹤0.01%
142
2166
$9K ﹤0.01%
165
2167
$9K ﹤0.01%
3,477
+2,000
2168
$9K ﹤0.01%
127
2169
$9K ﹤0.01%
161
2170
$9K ﹤0.01%
372
2171
$9K ﹤0.01%
1,802
-846
2172
$9K ﹤0.01%
615
2173
$9K ﹤0.01%
1,750
-2,386
2174
$9K ﹤0.01%
592
2175
$9K ﹤0.01%
1,122
85 86
87
88 89