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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
2751
$2K ﹤0.01%
91
-200
2752
$2K ﹤0.01%
34
-86
2753
$2K ﹤0.01%
+25
2754
$2K ﹤0.01%
75
2755
$1K ﹤0.01%
120
2756
$1K ﹤0.01%
67
-147
2757
$1K ﹤0.01%
410
2758
$1K ﹤0.01%
+55
2759
$1K ﹤0.01%
45
-175
2760
$1K ﹤0.01%
100
2761
$1K ﹤0.01%
105
2762
$1K ﹤0.01%
+147
2763
$1K ﹤0.01%
32
2764
$1K ﹤0.01%
+18
2765
$1K ﹤0.01%
+34
2766
$1K ﹤0.01%
187
2767
$1K ﹤0.01%
+18
2768
$1K ﹤0.01%
+6
2769
$1K ﹤0.01%
22
2770
$1K ﹤0.01%
29
2771
$1K ﹤0.01%
+35
2772
$1K ﹤0.01%
+430
2773
$1K ﹤0.01%
203
2774
$1K ﹤0.01%
10
2775
$1K ﹤0.01%
67
109 110
111
112 113