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
2301
$6K ﹤0.01%
+1,000
2302
$6K ﹤0.01%
262
2303
$6K ﹤0.01%
113
2304
$6K ﹤0.01%
170
2305
$6K ﹤0.01%
+1,158
2306
$6K ﹤0.01%
133
2307
$6K ﹤0.01%
604
2308
$6K ﹤0.01%
+103
2309
$6K ﹤0.01%
393
2310
$6K ﹤0.01%
583
2311
$6K ﹤0.01%
1,000
2312
$6K ﹤0.01%
1,300
-200
2313
$6K ﹤0.01%
308
2314
$6K ﹤0.01%
85
2315
$6K ﹤0.01%
465
2316
$6K ﹤0.01%
+450
2317
$6K ﹤0.01%
458
2318
$6K ﹤0.01%
400
2319
$6K ﹤0.01%
158
-26
2320
$6K ﹤0.01%
+300
2321
$6K ﹤0.01%
200
2322
$6K ﹤0.01%
1,970
-32
2323
$6K ﹤0.01%
300
2324
$6K ﹤0.01%
334
+240
2325
$6K ﹤0.01%
300
+200
91 92
93
94 95