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
2176
$1K ﹤0.01%
+82
2177
$1K ﹤0.01%
28
2178
$1K ﹤0.01%
+80
2179
$1K ﹤0.01%
+30
2180
$1K ﹤0.01%
61
2181
$1K ﹤0.01%
+12
2182
$1K ﹤0.01%
+48
2183
$1K ﹤0.01%
121
2184
$0 ﹤0.01%
16
-13
2185
$0 ﹤0.01%
+6
2186
$0 ﹤0.01%
+19
2187
– –
-21
2188
– –
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2189
$0 ﹤0.01%
67
2190
– –
-2,500
2191
– –
-6
2192
– –
-8
2193
$0 ﹤0.01%
42
-245
2194
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-250
2195
$0 ﹤0.01%
8
2196
– –
-21
2197
$0 ﹤0.01%
3
2198
$0 ﹤0.01%
10
2199
– –
-6,000
2200
– –
-100
86 87
88
89 90