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
2601
$4K ﹤0.01%
575
-35
2602
$4K ﹤0.01%
+260
2603
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148
2604
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200
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2605
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100
2606
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31
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2607
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2608
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+39
2609
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2610
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2611
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2612
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+5
2613
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2614
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72
+52
2615
$3K ﹤0.01%
1,025
2616
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2617
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2618
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2619
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100
2620
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155
2621
$3K ﹤0.01%
+200
2622
$3K ﹤0.01%
51
-49
2623
$3K ﹤0.01%
181
2624
$3K ﹤0.01%
+84
2625
$3K ﹤0.01%
+100
103 104
105
106 107