SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $12.8B
1-Year Est. Return 18.62%
This Quarter Est. Return
1 Year Est. Return
+18.62%
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 7.7%
3 Healthcare 6.6%
4 Financials 6%
5 Communication Services 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3076
-56
3077
-500
3078
$0 ﹤0.01%
10
-291
3079
-15,200
3080
$0 ﹤0.01%
+5
3081
-500
3082
-825