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
2326
$6K ﹤0.01%
158
-26
2327
$6K ﹤0.01%
+300
2328
$6K ﹤0.01%
200
2329
$6K ﹤0.01%
1,970
-32
2330
$6K ﹤0.01%
300
2331
$6K ﹤0.01%
334
+240
2332
$6K ﹤0.01%
300
+200
2333
$6K ﹤0.01%
40
2334
$6K ﹤0.01%
1,022
-5,498
2335
$6K ﹤0.01%
1,000
2336
$6K ﹤0.01%
180
2337
$6K ﹤0.01%
+200
2338
$5K ﹤0.01%
125
-375
2339
$5K ﹤0.01%
95
2340
$5K ﹤0.01%
28
2341
$5K ﹤0.01%
+7
2342
$5K ﹤0.01%
2,565
2343
$5K ﹤0.01%
525
2344
$5K ﹤0.01%
461
2345
$5K ﹤0.01%
543
+9
2346
$5K ﹤0.01%
+100
2347
$5K ﹤0.01%
300
-1,000
2348
$5K ﹤0.01%
+50
2349
$5K ﹤0.01%
100
+49
2350
$5K ﹤0.01%
392
-200
92 93
94
95 96