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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
2776
$1K ﹤0.01%
60
2777
$1K ﹤0.01%
21
-190
2778
$1K ﹤0.01%
100
2779
$1K ﹤0.01%
31
2780
$1K ﹤0.01%
+21
2781
$1K ﹤0.01%
+28
2782
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43
+1
2783
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+10
2784
$1K ﹤0.01%
17
2785
– –
0
2786
$1K ﹤0.01%
18
-8,812
2787
$1K ﹤0.01%
175
-615
2788
$1K ﹤0.01%
50
-408
2789
$1K ﹤0.01%
54
2790
$1K ﹤0.01%
55
-7,125
2791
$1K ﹤0.01%
+40
2792
$1K ﹤0.01%
+8
2793
$1K ﹤0.01%
32
2794
$1K ﹤0.01%
19
2795
$1K ﹤0.01%
72
-320
2796
$1K ﹤0.01%
29
-281
2797
$1K ﹤0.01%
62
-24
2798
$1K ﹤0.01%
24
-350
2799
$1K ﹤0.01%
9
2800
$1K ﹤0.01%
288
110 111
112
113 114