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
1426
$86K ﹤0.01%
13,200
1427
$85K ﹤0.01%
2,121
-629
1428
$85K ﹤0.01%
1,730
-4,100
1429
$85K ﹤0.01%
2,822
+411
1430
$85K ﹤0.01%
866
1431
$85K ﹤0.01%
565
-31
1432
$85K ﹤0.01%
948
+113
1433
$85K ﹤0.01%
2,401
1434
$84K ﹤0.01%
2,167
1435
$84K ﹤0.01%
3,673
+1,850
1436
$84K ﹤0.01%
7,227
+4,624
1437
$84K ﹤0.01%
521
+268
1438
$84K ﹤0.01%
+2,660
1439
$84K ﹤0.01%
741
+31
1440
$84K ﹤0.01%
4,100
+536
1441
$83K ﹤0.01%
6,582
+100
1442
$83K ﹤0.01%
2,601
-350
1443
$83K ﹤0.01%
1,013
+82
1444
$82K ﹤0.01%
11,350
1445
$82K ﹤0.01%
1,629
1446
$82K ﹤0.01%
5,376
+2,910
1447
$82K ﹤0.01%
+4,750
1448
$82K ﹤0.01%
4,528
+1,028
1449
$81K ﹤0.01%
869
+211
1450
$81K ﹤0.01%
1,067
+67
56 57
58
59 60