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
2351
$5K ﹤0.01%
+90
2352
$5K ﹤0.01%
354
+21
2353
$5K ﹤0.01%
1,188
-477
2354
$5K ﹤0.01%
1,000
-1,000
2355
$5K ﹤0.01%
50
2356
$5K ﹤0.01%
182
+12
2357
$5K ﹤0.01%
+165
2358
$5K ﹤0.01%
150
2359
$5K ﹤0.01%
226
-66
2360
$5K ﹤0.01%
+100
2361
$5K ﹤0.01%
101
2362
$5K ﹤0.01%
175
2363
$5K ﹤0.01%
+224
2364
$5K ﹤0.01%
165
2365
$5K ﹤0.01%
800
2366
$5K ﹤0.01%
176
2367
$5K ﹤0.01%
1,500
2368
$5K ﹤0.01%
1,174
-1,146
2369
$5K ﹤0.01%
265
2370
$5K ﹤0.01%
90
+40
2371
$5K ﹤0.01%
211
-28
2372
$5K ﹤0.01%
+7
2373
$5K ﹤0.01%
2,565
2374
$5K ﹤0.01%
525
2375
$5K ﹤0.01%
1,435
-4,000
93 94
95
96 97