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
2276
$7K ﹤0.01%
1,836
2277
$7K ﹤0.01%
57
2278
$7K ﹤0.01%
3,801
2279
$7K ﹤0.01%
100
2280
$7K ﹤0.01%
900
-500
2281
$7K ﹤0.01%
500
2282
$7K ﹤0.01%
+40
2283
$7K ﹤0.01%
443
2284
$7K ﹤0.01%
600
2285
$7K ﹤0.01%
1,080
-55
2286
$7K ﹤0.01%
165
-400
2287
$7K ﹤0.01%
+260
2288
$7K ﹤0.01%
13
+9
2289
$7K ﹤0.01%
40
2290
$7K ﹤0.01%
+1,000
2291
$7K ﹤0.01%
851
2292
$6K ﹤0.01%
250
2293
$6K ﹤0.01%
309
2294
$6K ﹤0.01%
+166
2295
$6K ﹤0.01%
119
+8
2296
$6K ﹤0.01%
517
2297
$6K ﹤0.01%
+291
2298
$6K ﹤0.01%
280
+13
2299
$6K ﹤0.01%
569
2300
$6K ﹤0.01%
115
90 91
92
93 94