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
576
$949K 0.02%
18,277
-37,215
577
$948K 0.02%
23,416
+1,796
578
$948K 0.02%
75,011
-2,205
579
$944K 0.02%
30,031
-1,539
580
$940K 0.02%
15,467
+4,342
581
$939K 0.02%
19,865
+1,160
582
$935K 0.02%
39,919
+220
583
$935K 0.02%
33,062
+4,966
584
$933K 0.02%
6,842
+1,715
585
$928K 0.02%
6,731
+6,296
586
$926K 0.02%
610
+30
587
$923K 0.02%
8,469
-460
588
$917K 0.02%
23,888
-1,591
589
$912K 0.02%
17,526
-129
590
$911K 0.02%
14,330
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591
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21,425
-1,026
592
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19,506
+400
593
$905K 0.02%
20,263
594
$904K 0.02%
13,278
595
$893K 0.02%
3,866
+2,395
596
$892K 0.02%
30,307
+8,298
597
$889K 0.02%
20,586
+1,605
598
$885K 0.02%
5,174
+4,124
599
$883K 0.02%
55,921
+7,355
600
$879K 0.02%
98,928
-23,065
22 23
24
25 26