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
2301
$6K ﹤0.01%
+103
2302
$6K ﹤0.01%
393
2303
$6K ﹤0.01%
1,000
2304
$6K ﹤0.01%
308
2305
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85
2306
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465
2307
$6K ﹤0.01%
+450
2308
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458
2309
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+300
2310
$6K ﹤0.01%
200
2311
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517
2312
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2313
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280
+13
2314
$6K ﹤0.01%
1,970
-32
2315
$6K ﹤0.01%
300
2316
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334
+240
2317
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300
+200
2318
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40
2319
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2320
$6K ﹤0.01%
+25
2321
$6K ﹤0.01%
314
2322
$6K ﹤0.01%
1,022
-5,498
2323
$6K ﹤0.01%
1,000
2324
$6K ﹤0.01%
48
2325
$6K ﹤0.01%
255