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
1451
$81K ﹤0.01%
+3,300
1452
$81K ﹤0.01%
1,687
1453
$81K ﹤0.01%
1,173
-65
1454
$81K ﹤0.01%
3,674
+64
1455
$81K ﹤0.01%
1,900
+500
1456
$81K ﹤0.01%
5,500
1457
$81K ﹤0.01%
5,703
-922
1458
$80K ﹤0.01%
876
1459
$80K ﹤0.01%
1,870
+1,024
1460
$80K ﹤0.01%
606
+59
1461
$80K ﹤0.01%
850
+50
1462
$80K ﹤0.01%
11,600
-6,000
1463
$80K ﹤0.01%
1,251
-423
1464
$80K ﹤0.01%
4,226
+5
1465
$79K ﹤0.01%
6,800
1466
$79K ﹤0.01%
1,016
+103
1467
$79K ﹤0.01%
79
+4
1468
$79K ﹤0.01%
3,926
+420
1469
$78K ﹤0.01%
+1,849
1470
$78K ﹤0.01%
1,096
+131
1471
$77K ﹤0.01%
1,095
+350
1472
$77K ﹤0.01%
1,040
-200
1473
$77K ﹤0.01%
1,028
-9
1474
$77K ﹤0.01%
1,831
+881
1475
$76K ﹤0.01%
291
57 58
59
60 61