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
2426
$4K ﹤0.01%
100
2427
$4K ﹤0.01%
2,600
2428
$4K ﹤0.01%
2,913
-318
2429
$4K ﹤0.01%
310
+217
2430
$4K ﹤0.01%
10
2431
$4K ﹤0.01%
258
2432
$4K ﹤0.01%
193
2433
$4K ﹤0.01%
600
2434
$4K ﹤0.01%
+300
2435
$4K ﹤0.01%
105
2436
$4K ﹤0.01%
71
2437
$4K ﹤0.01%
113
2438
$4K ﹤0.01%
300
-900
2439
$4K ﹤0.01%
35
-3
2440
$4K ﹤0.01%
+400
2441
$4K ﹤0.01%
2,700
-10,000
2442
$4K ﹤0.01%
998
+630
2443
$4K ﹤0.01%
483
-745
2444
$4K ﹤0.01%
1,023
2445
$4K ﹤0.01%
764
+64
2446
$4K ﹤0.01%
1,000
2447
$4K ﹤0.01%
132
+85
2448
$4K ﹤0.01%
200
2449
$4K ﹤0.01%
200
2450
$4K ﹤0.01%
365
-9,164
96 97
98
99 100