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
2326
$6K ﹤0.01%
56
2327
$6K ﹤0.01%
180
2328
$6K ﹤0.01%
+200
2329
$6K ﹤0.01%
250
2330
$6K ﹤0.01%
309
2331
$6K ﹤0.01%
+166
2332
$6K ﹤0.01%
569
2333
$6K ﹤0.01%
583
2334
$6K ﹤0.01%
1,300
-200
2335
$6K ﹤0.01%
400
2336
$6K ﹤0.01%
158
-26
2337
$6K ﹤0.01%
64
2338
$5K ﹤0.01%
529
2339
$5K ﹤0.01%
350
-89
2340
$5K ﹤0.01%
+200
2341
$5K ﹤0.01%
46
2342
$5K ﹤0.01%
+100
2343
$5K ﹤0.01%
205
+10
2344
$5K ﹤0.01%
+90
2345
$5K ﹤0.01%
354
+21
2346
$5K ﹤0.01%
1,188
-477
2347
$5K ﹤0.01%
1,000
-1,000
2348
$5K ﹤0.01%
50
2349
$5K ﹤0.01%
182
+12
2350
$5K ﹤0.01%
+165
92 93
94
95 96