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%
1,972
2352
$5K ﹤0.01%
98
-158
2353
$5K ﹤0.01%
419
2354
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120
2355
$5K ﹤0.01%
500
2356
$5K ﹤0.01%
259
-25
2357
$5K ﹤0.01%
38
2358
$5K ﹤0.01%
529
2359
$5K ﹤0.01%
350
-89
2360
$5K ﹤0.01%
+200
2361
$5K ﹤0.01%
46
2362
$5K ﹤0.01%
+100
2363
$5K ﹤0.01%
205
+10
2364
$5K ﹤0.01%
+90
2365
$5K ﹤0.01%
354
+21
2366
$5K ﹤0.01%
1,188
-477
2367
$5K ﹤0.01%
1,000
-1,000
2368
$5K ﹤0.01%
50
2369
$5K ﹤0.01%
182
+12
2370
$5K ﹤0.01%
+165
2371
$5K ﹤0.01%
150
2372
$5K ﹤0.01%
226
-66
2373
$5K ﹤0.01%
+100
2374
$5K ﹤0.01%
101
2375
$5K ﹤0.01%
175
93 94
95
96 97