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
976
$253K 0.01%
34,117
+79
977
$253K 0.01%
4,674
-1,504
978
$251K 0.01%
2,320
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979
$250K 0.01%
6,884
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980
$250K 0.01%
4,142
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981
$249K 0.01%
18,770
982
$248K 0.01%
4,191
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983
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5,372
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$246K 0.01%
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985
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870
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8,658
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988
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11,011
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989
$244K 0.01%
19,990
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995
$240K 0.01%
2,150
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$239K 0.01%
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$238K 0.01%
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998
$238K 0.01%
8,526
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999
$237K 0.01%
22,098
-1,903
1000
$236K 0.01%
17,197
+174
38 39
40
41 42