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
2251
$0 ﹤0.01%
10
-2
2252
$0 ﹤0.01%
2
2253
– –
-64
2254
– –
-70
2255
– –
-511
2256
– –
0
2257
$0 ﹤0.01%
+200
2258
$0 ﹤0.01%
4
2259
$0 ﹤0.01%
+12
2260
$0 ﹤0.01%
77
2261
$0 ﹤0.01%
20
2262
– –
-6,100
2263
$0 ﹤0.01%
13
2264
$0 ﹤0.01%
36
2265
– –
-22
2266
$0 ﹤0.01%
3
2267
– –
-6
2268
$0 ﹤0.01%
40
2269
$0 ﹤0.01%
35
-2
2270
$0 ﹤0.01%
6
2271
$0 ﹤0.01%
13
-1
2272
– –
-41
2273
– –
0
2274
– –
-194
2275
– –
-530
89 90
91
92 93