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
2776
$1K ﹤0.01%
410
2777
$1K ﹤0.01%
+55
2778
$1K ﹤0.01%
45
-175
2779
$1K ﹤0.01%
100
2780
$1K ﹤0.01%
25
-10
2781
$1K ﹤0.01%
105
2782
$1K ﹤0.01%
+147
2783
$1K ﹤0.01%
32
2784
$1K ﹤0.01%
+18
2785
$1K ﹤0.01%
+34
2786
$1K ﹤0.01%
120
2787
$1K ﹤0.01%
67
-147
2788
$1K ﹤0.01%
187
2789
$1K ﹤0.01%
+18
2790
$1K ﹤0.01%
+6
2791
$1K ﹤0.01%
22
2792
$1K ﹤0.01%
29
2793
$1K ﹤0.01%
+35
2794
$1K ﹤0.01%
+430
2795
$1K ﹤0.01%
203
2796
$1K ﹤0.01%
10
2797
$1K ﹤0.01%
67
2798
$1K ﹤0.01%
60
2799
$1K ﹤0.01%
21
-190
2800
$1K ﹤0.01%
100
110 111
112
113 114