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
1401
$91K ﹤0.01%
+2,650
1402
$91K ﹤0.01%
1,279
1403
$91K ﹤0.01%
5,997
+825
1404
$91K ﹤0.01%
19,660
-1,500
1405
$91K ﹤0.01%
1,269
-309
1406
$91K ﹤0.01%
2,165
+2,000
1407
$90K ﹤0.01%
1,297
-1,250
1408
$90K ﹤0.01%
3,812
1409
$90K ﹤0.01%
316
+34
1410
$89K ﹤0.01%
3,925
+223
1411
$89K ﹤0.01%
568
1412
$89K ﹤0.01%
311
+214
1413
$88K ﹤0.01%
5,000
+1,500
1414
$88K ﹤0.01%
3,420
+200
1415
$87K ﹤0.01%
1,280
+91
1416
$87K ﹤0.01%
666
-37
1417
$87K ﹤0.01%
10,000
+2,000
1418
$87K ﹤0.01%
+3,640
1419
$87K ﹤0.01%
1,013
-585
1420
$87K ﹤0.01%
379
1421
$87K ﹤0.01%
510
+20
1422
$86K ﹤0.01%
660
-119
1423
$86K ﹤0.01%
3,157
+293
1424
$86K ﹤0.01%
1,200
1425
$86K ﹤0.01%
2,238
+500
55 56
57
58 59