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
1226
$138K ﹤0.01%
2,592
-521
1227
$138K ﹤0.01%
2,850
-900
1228
$138K ﹤0.01%
9,736
+9
1229
$138K ﹤0.01%
9,297
-940
1230
$137K ﹤0.01%
7,800
1231
$137K ﹤0.01%
14,343
-5,470
1232
$137K ﹤0.01%
2,745
-8,926
1233
$137K ﹤0.01%
+2,575
1234
$136K ﹤0.01%
255
1235
$136K ﹤0.01%
1,415
+60
1236
$136K ﹤0.01%
9,381
-3,100
1237
$136K ﹤0.01%
880
+540
1238
$135K ﹤0.01%
3,200
+1,000
1239
$135K ﹤0.01%
4,250
+1,138
1240
$135K ﹤0.01%
15,670
+3,668
1241
$135K ﹤0.01%
1,700
+1,500
1242
$135K ﹤0.01%
2,943
1243
$134K ﹤0.01%
9,889
+1
1244
$134K ﹤0.01%
5,627
-1,240
1245
$134K ﹤0.01%
637
-16
1246
$133K ﹤0.01%
1,005
1247
$133K ﹤0.01%
2,721
-326
1248
$132K ﹤0.01%
3,575
+1,500
1249
$132K ﹤0.01%
4,858
+408
1250
$132K ﹤0.01%
5,915
-1,000
48 49
50
51 52