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
2626
$3K ﹤0.01%
31
-199
2627
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2628
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2629
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2630
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72
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2631
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2632
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2633
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2634
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2635
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25
+5
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+500
2637
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2639
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+50
2640
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1,025
2641
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200
2642
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+144
2643
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115
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2644
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100
2645
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155
2646
$3K ﹤0.01%
+200
2647
$3K ﹤0.01%
51
-49
2648
$3K ﹤0.01%
181
2649
$3K ﹤0.01%
+84
2650
$3K ﹤0.01%
+100
104 105
106
107 108