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
2651
$3K ﹤0.01%
+65
2652
$3K ﹤0.01%
186
-49
2653
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212
2654
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100
2655
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50
2656
$3K ﹤0.01%
38
2657
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25
+5
2658
$3K ﹤0.01%
+500
2659
$3K ﹤0.01%
304
2660
$3K ﹤0.01%
86
2661
$3K ﹤0.01%
+50
2662
$3K ﹤0.01%
+15
2663
$3K ﹤0.01%
41
-7
2664
$3K ﹤0.01%
22
2665
$3K ﹤0.01%
15
2666
$3K ﹤0.01%
62
2667
$3K ﹤0.01%
143
2668
$3K ﹤0.01%
5
-1
2669
$3K ﹤0.01%
+20
2670
$3K ﹤0.01%
4,243
-14,312
2671
$2K ﹤0.01%
166
-134
2672
$2K ﹤0.01%
30
2673
$2K ﹤0.01%
40
2674
$2K ﹤0.01%
305
2675
$2K ﹤0.01%
368
105 106
107
108 109