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
651
$751K 0.02%
11,956
+115
652
$750K 0.02%
4,524
+3
653
$744K 0.02%
22,587
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7,831
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1,502
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656
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28,536
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657
$729K 0.02%
13,540
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658
$724K 0.02%
23,985
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$718K 0.02%
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661
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662
$712K 0.02%
27,748
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$712K 0.02%
29,176
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664
$701K 0.02%
67,815
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665
$698K 0.02%
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666
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$697K 0.02%
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29,543
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669
$696K 0.02%
11,136
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670
$691K 0.02%
32,816
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671
$688K 0.01%
5,743
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672
$687K 0.01%
20,506
+8,499
673
$681K 0.01%
46,360
+46,213
674
$680K 0.01%
10,557
+585
675
$669K 0.01%
5,012
+515
25 26
27
28 29