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
2401
$5K ﹤0.01%
120
2402
$5K ﹤0.01%
827
2403
$5K ﹤0.01%
175
2404
$5K ﹤0.01%
200
2405
$5K ﹤0.01%
600
-650
2406
$5K ﹤0.01%
+26
2407
$5K ﹤0.01%
100
2408
$5K ﹤0.01%
887
+640
2409
$4K ﹤0.01%
1,000
-33,168
2410
$4K ﹤0.01%
238
2411
$4K ﹤0.01%
+8
2412
$4K ﹤0.01%
+325
2413
$4K ﹤0.01%
150
2414
$4K ﹤0.01%
200
-100
2415
$4K ﹤0.01%
110
2416
$4K ﹤0.01%
482
2417
$4K ﹤0.01%
235
2418
$4K ﹤0.01%
172
-129
2419
$4K ﹤0.01%
40
-100
2420
$4K ﹤0.01%
300
2421
$4K ﹤0.01%
222
2422
$4K ﹤0.01%
377
+356
2423
$4K ﹤0.01%
228
2424
$4K ﹤0.01%
1,100
2425
$4K ﹤0.01%
165
95 96
97
98 99