SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $18.2B
1-Year Est. Return 20.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.84%
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
+$8.45M
2
+$7.18M
3
+$6.74M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$6.23M
5
MSFT icon
Microsoft
MSFT
+$6.11M

Top Sells

1
+$9.73M
2
+$9.56M
3
+$7.62M
4
T icon
AT&T
T
+$6.88M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.02M

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
2276
$7K ﹤0.01%
217
2277
$7K ﹤0.01%
165
-400
2278
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+260
2279
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35
2280
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54
+12
2281
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13
+9
2282
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40
2283
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+1,000
2284
$7K ﹤0.01%
851
2285
$7K ﹤0.01%
341
-1,400
2286
$7K ﹤0.01%
180
2287
$7K ﹤0.01%
169
2288
$7K ﹤0.01%
313
2289
$7K ﹤0.01%
85
2290
$7K ﹤0.01%
156
-100
2291
$7K ﹤0.01%
443
2292
$6K ﹤0.01%
115
2293
$6K ﹤0.01%
+1,000
2294
$6K ﹤0.01%
262
2295
$6K ﹤0.01%
113
2296
$6K ﹤0.01%
170
2297
$6K ﹤0.01%
+1,158
2298
$6K ﹤0.01%
133
2299
$6K ﹤0.01%
604
2300
$6K ﹤0.01%
119
+8
90 91
92
93 94