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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
2726
$2K ﹤0.01%
38
2727
$2K ﹤0.01%
42
2728
$2K ﹤0.01%
300
2729
$2K ﹤0.01%
+120
2730
$2K ﹤0.01%
244
-75
2731
$2K ﹤0.01%
+48
2732
$2K ﹤0.01%
40
2733
$2K ﹤0.01%
305
2734
$2K ﹤0.01%
368
2735
$2K ﹤0.01%
+50
2736
$2K ﹤0.01%
+40
2737
$2K ﹤0.01%
+5
2738
$2K ﹤0.01%
+93
2739
$2K ﹤0.01%
67
2740
$2K ﹤0.01%
+65
2741
$2K ﹤0.01%
400
2742
$2K ﹤0.01%
+44
2743
– –
0
2744
$2K ﹤0.01%
+7
2745
$2K ﹤0.01%
45
2746
$2K ﹤0.01%
+300
2747
$2K ﹤0.01%
+300
2748
$2K ﹤0.01%
83
+2
2749
$2K ﹤0.01%
150
2750
$2K ﹤0.01%
200
108 109
110
111 112