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
2376
$5K ﹤0.01%
461
2377
$5K ﹤0.01%
543
+9
2378
$5K ﹤0.01%
+100
2379
$5K ﹤0.01%
300
-1,000
2380
$5K ﹤0.01%
+50
2381
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63
+62
2382
$5K ﹤0.01%
400
-700
2383
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300
2384
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+80
2385
$5K ﹤0.01%
42
2386
$5K ﹤0.01%
+500
2387
$5K ﹤0.01%
420
2388
$5K ﹤0.01%
392
-200
2389
$5K ﹤0.01%
1,972
2390
$5K ﹤0.01%
98
-158
2391
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180
2392
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187
2393
$5K ﹤0.01%
+84
2394
$5K ﹤0.01%
26
2395
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108
2396
$5K ﹤0.01%
617
-1,157
2397
$5K ﹤0.01%
120
2398
$5K ﹤0.01%
827
2399
$5K ﹤0.01%
175
2400
$5K ﹤0.01%
200
94 95
96
97 98