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
2251
$7K ﹤0.01%
+200
2252
$7K ﹤0.01%
200
-210
2253
$7K ﹤0.01%
319
+1
2254
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300
2255
$7K ﹤0.01%
500
2256
$7K ﹤0.01%
85
2257
$7K ﹤0.01%
156
-100
2258
$7K ﹤0.01%
2,500
2259
$7K ﹤0.01%
580
+80
2260
$7K ﹤0.01%
1,000
2261
$7K ﹤0.01%
341
-1,400
2262
$7K ﹤0.01%
180
2263
$7K ﹤0.01%
175
+90
2264
$7K ﹤0.01%
1,836
2265
$7K ﹤0.01%
500
-580
2266
$7K ﹤0.01%
443
2267
$7K ﹤0.01%
169
2268
$7K ﹤0.01%
217
2269
$7K ﹤0.01%
165
-400
2270
$7K ﹤0.01%
+260
2271
$7K ﹤0.01%
313
2272
$7K ﹤0.01%
35
2273
$7K ﹤0.01%
54
+12
2274
$7K ﹤0.01%
181
+130
2275
$7K ﹤0.01%
175
+100
89 90
91
92 93