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
2176
$9K ﹤0.01%
1,000
2177
$9K ﹤0.01%
175
2178
$9K ﹤0.01%
400
2179
$9K ﹤0.01%
500
2180
$9K ﹤0.01%
2,250
2181
$9K ﹤0.01%
973
-200
2182
$9K ﹤0.01%
+1,064
2183
$9K ﹤0.01%
+313
2184
$9K ﹤0.01%
6
2185
$9K ﹤0.01%
50
2186
$9K ﹤0.01%
309
-24
2187
$9K ﹤0.01%
1,053
-10,389
2188
$9K ﹤0.01%
500
2189
$9K ﹤0.01%
400
-17
2190
$9K ﹤0.01%
750
+50
2191
$9K ﹤0.01%
222
2192
$9K ﹤0.01%
816
+60
2193
$9K ﹤0.01%
98
2194
$9K ﹤0.01%
522
+416
2195
$9K ﹤0.01%
125
2196
$9K ﹤0.01%
+202
2197
$9K ﹤0.01%
19
-6
2198
$9K ﹤0.01%
1,100
+10
2199
$9K ﹤0.01%
+58
2200
$9K ﹤0.01%
298
-565
86 87
88
89 90