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%
+103
2302
$6K ﹤0.01%
393
2303
$6K ﹤0.01%
583
2304
$6K ﹤0.01%
1,000
2305
$6K ﹤0.01%
517
2306
$6K ﹤0.01%
+291
2307
$6K ﹤0.01%
280
+13
2308
$6K ﹤0.01%
201
2309
$6K ﹤0.01%
64
2310
$6K ﹤0.01%
+25
2311
$6K ﹤0.01%
314
2312
$6K ﹤0.01%
569
2313
$6K ﹤0.01%
48
2314
$6K ﹤0.01%
255
2315
$6K ﹤0.01%
56
2316
$6K ﹤0.01%
115
2317
$6K ﹤0.01%
133
2318
$6K ﹤0.01%
604
2319
$6K ﹤0.01%
1,300
-200
2320
$6K ﹤0.01%
308
2321
$6K ﹤0.01%
85
2322
$6K ﹤0.01%
465
2323
$6K ﹤0.01%
+450
2324
$6K ﹤0.01%
458
2325
$6K ﹤0.01%
400