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
2201
$9K ﹤0.01%
500
2202
$9K ﹤0.01%
833
+18
2203
$9K ﹤0.01%
+1,262
2204
$9K ﹤0.01%
227
2205
$9K ﹤0.01%
1,890
+219
2206
$9K ﹤0.01%
1,000
2207
$8K ﹤0.01%
452
-6
2208
$8K ﹤0.01%
675
-8,062
2209
$8K ﹤0.01%
300
-1,541
2210
$8K ﹤0.01%
425
2211
$8K ﹤0.01%
208
+38
2212
$8K ﹤0.01%
+324
2213
$8K ﹤0.01%
2,833
2214
$8K ﹤0.01%
400
2215
$8K ﹤0.01%
+2,029
2216
$8K ﹤0.01%
900
2217
$8K ﹤0.01%
163
2218
$8K ﹤0.01%
432
2219
$8K ﹤0.01%
+1,500
2220
$8K ﹤0.01%
941
2221
$8K ﹤0.01%
268
+102
2222
$8K ﹤0.01%
200
2223
$8K ﹤0.01%
83
2224
$8K ﹤0.01%
+500
2225
$8K ﹤0.01%
37
87 88
89
90 91