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
201
$1.6M 0.11%
21,044
-2,222
202
$1.57M 0.11%
+49,216
203
$1.56M 0.11%
+19,416
204
$1.56M 0.11%
14,879
-18,347
205
$1.55M 0.11%
23,378
-2,427
206
$1.54M 0.11%
19,918
+876
207
$1.54M 0.11%
18,867
+18,492
208
$1.54M 0.11%
84,744
-51,202
209
$1.53M 0.1%
+34,043
210
$1.53M 0.1%
+34,161
211
$1.5M 0.1%
85,380
-152,403
212
$1.5M 0.1%
14,221
-256
213
$1.49M 0.1%
9,181
-773
214
$1.45M 0.1%
+22,439
215
$1.44M 0.1%
54,442
+11,229
216
$1.43M 0.1%
21,264
+2,413
217
$1.43M 0.1%
32,714
+13,023
218
$1.4M 0.1%
16,144
+780
219
$1.39M 0.1%
8,997
+1,828
220
$1.39M 0.1%
44,953
+24,615
221
$1.37M 0.09%
48,628
-12,859
222
$1.35M 0.09%
61,462
+9,795
223
$1.34M 0.09%
12,931
-114
224
$1.33M 0.09%
9,824
-412
225
$1.33M 0.09%
29,729
-12,768
7 8
9
10 11