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
1276
$125K ﹤0.01%
3,929
1277
$125K ﹤0.01%
3,675
+1,128
1278
$124K ﹤0.01%
4,170
-2,790
1279
$123K ﹤0.01%
535
+342
1280
$123K ﹤0.01%
3,700
1281
$123K ﹤0.01%
2,990
-18,258
1282
$123K ﹤0.01%
913
1283
$122K ﹤0.01%
2,500
1284
$122K ﹤0.01%
2,216
+1,711
1285
$122K ﹤0.01%
2,525
-75
1286
$122K ﹤0.01%
6,880
1287
$121K ﹤0.01%
5,228
+1,789
1288
$121K ﹤0.01%
915
+545
1289
$121K ﹤0.01%
4,800
1290
$121K ﹤0.01%
5,100
+2,500
1291
$121K ﹤0.01%
10,309
+2,636
1292
$121K ﹤0.01%
1,929
1293
$121K ﹤0.01%
4,758
+2,833
1294
$120K ﹤0.01%
2,400
1295
$120K ﹤0.01%
7,156
-1,788
1296
$120K ﹤0.01%
4,195
+3,095
1297
$119K ﹤0.01%
7,840
+34
1298
$119K ﹤0.01%
645
+45
1299
$119K ﹤0.01%
1,650
1300
$119K ﹤0.01%
+2,200
50 51
52
53 54