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
2226
$8K ﹤0.01%
+400
2227
$8K ﹤0.01%
+1,028
2228
$8K ﹤0.01%
931
2229
$8K ﹤0.01%
100
2230
$8K ﹤0.01%
150
2231
$8K ﹤0.01%
10,219
-360
2232
$8K ﹤0.01%
1,008
+18
2233
$8K ﹤0.01%
+500
2234
$8K ﹤0.01%
137
2235
$8K ﹤0.01%
+130
2236
$8K ﹤0.01%
+220
2237
$8K ﹤0.01%
404
2238
$8K ﹤0.01%
+2,000
2239
$8K ﹤0.01%
171
2240
$7K ﹤0.01%
101
2241
$7K ﹤0.01%
125
-301
2242
$7K ﹤0.01%
88
-34
2243
$7K ﹤0.01%
1,423
2244
$7K ﹤0.01%
229
2245
$7K ﹤0.01%
600
-1,000
2246
$7K ﹤0.01%
400
2247
$7K ﹤0.01%
287
2248
$7K ﹤0.01%
+4,000
2249
$7K ﹤0.01%
226
-150
2250
$7K ﹤0.01%
200
88 89
90
91 92