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
2826
$1K ﹤0.01%
15
-13
2827
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+300
2828
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+35
2829
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+37
2830
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103
2831
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88
2832
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34
2833
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31
+18
2834
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+390
2835
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35
2836
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440
-358
2837
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20
2838
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+15
2839
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+17
2840
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+19
2841
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66
2842
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150
2843
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2844
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200
2845
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42
-258
2846
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400
2847
$1K ﹤0.01%
9
-8
2848
$1K ﹤0.01%
1,491
-1,407
2849
$1K ﹤0.01%
62
2850
$1K ﹤0.01%
300
112 113
114
115 116