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
$4.62B
AUM Growth
+$650M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,089
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$21.1M
3
+$8.88M
4
AVGO icon
Broadcom
AVGO
+$7.06M
5
QCOM icon
Qualcomm
QCOM
+$6M

Top Sells

1
+$6.79M
2
+$5.77M
3
+$5.73M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$4.27M
5
LHX icon
L3Harris
LHX
+$4.09M

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%
185
2527
$5K ﹤0.01%
133
2528
$5K ﹤0.01%
+280
2529
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565
-1,486
2530
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98
2531
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103
-99
2532
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105
2533
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149
2534
$5K ﹤0.01%
3,007
2535
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229
+109
2536
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+156
2537
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320
2538
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200
2539
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163
-309
2540
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500
2541
$5K ﹤0.01%
+361
2542
$5K ﹤0.01%
4,000
2543
$4K ﹤0.01%
+12
2544
$4K ﹤0.01%
+49
2545
$4K ﹤0.01%
200
2546
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100
2547
$4K ﹤0.01%
+65
2548
$4K ﹤0.01%
49
2549
$4K ﹤0.01%
36
2550
$4K ﹤0.01%
172
100 101
102
103 104