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
1376
$97K ﹤0.01%
2,283
-900
1377
$97K ﹤0.01%
913
+1
1378
$97K ﹤0.01%
554
1379
$97K ﹤0.01%
12,968
-37,636
1380
$97K ﹤0.01%
2,288
-3,497
1381
$97K ﹤0.01%
167
+3
1382
$97K ﹤0.01%
2,592
-137
1383
$96K ﹤0.01%
4,500
-4,820
1384
$96K ﹤0.01%
3,516
+35
1385
$95K ﹤0.01%
1,032
+464
1386
$95K ﹤0.01%
2,060
-303
1387
$95K ﹤0.01%
555
-40
1388
$95K ﹤0.01%
7,100
+1,100
1389
$94K ﹤0.01%
2,200
-3,000
1390
$94K ﹤0.01%
6,700
1391
$94K ﹤0.01%
6,500
-486
1392
$93K ﹤0.01%
3,062
-81
1393
$93K ﹤0.01%
1,125
+1
1394
$93K ﹤0.01%
1,163
+750
1395
$93K ﹤0.01%
2,487
-100
1396
$92K ﹤0.01%
2,820
+1,902
1397
$92K ﹤0.01%
+3,281
1398
$92K ﹤0.01%
13,361
1399
$92K ﹤0.01%
1,680
1400
$92K ﹤0.01%
+3,318
54 55
56
57 58