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SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $19.6B
1-Year Est. Return 22.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.62B
AUM Growth
+$650M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,089
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$18.9M
3
+$8.94M
4
AVGO icon
Broadcom
AVGO
+$6.28M
5
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$5.6M

Top Sells

1
+$6.81M
2
+$5.74M
3
+$5.66M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4M
5
LHX icon
L3Harris
LHX
+$3.96M

Sector Composition

1 Technology 15.09%
2 Consumer Discretionary 7.69%
3 Healthcare 6.6%
4 Financials 6.01%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$5K ﹤0.01%
138
+59
2527
$5K ﹤0.01%
300
2528
$5K ﹤0.01%
1,978
+6
2529
$5K ﹤0.01%
98
2530
$5K ﹤0.01%
103
-99
2531
$5K ﹤0.01%
105
2532
$5K ﹤0.01%
149
2533
$5K ﹤0.01%
3,007
2534
$5K ﹤0.01%
229
+109
2535
$5K ﹤0.01%
+156
2536
$5K ﹤0.01%
320
2537
$5K ﹤0.01%
200
2538
$5K ﹤0.01%
163
-309
2539
$5K ﹤0.01%
500
2540
$5K ﹤0.01%
4,000
2541
$5K ﹤0.01%
+361
2542
$5K ﹤0.01%
150
2543
$4K ﹤0.01%
+260
2544
$4K ﹤0.01%
148
2545
$4K ﹤0.01%
119
2546
$4K ﹤0.01%
50
2547
$4K ﹤0.01%
+400
2548
$4K ﹤0.01%
87
-79
2549
$4K ﹤0.01%
+49
2550
$4K ﹤0.01%
1,023
100 101
102
103 104