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
1476
$76K ﹤0.01%
349
+102
1477
$76K ﹤0.01%
2,123
-35
1478
$76K ﹤0.01%
6,067
1479
$76K ﹤0.01%
2,258
-160
1480
$76K ﹤0.01%
+3,067
1481
$75K ﹤0.01%
6,910
-950
1482
$75K ﹤0.01%
546
-35
1483
$75K ﹤0.01%
1,556
+20
1484
$75K ﹤0.01%
1,245
-65
1485
$75K ﹤0.01%
1,842
1486
$74K ﹤0.01%
+506
1487
$74K ﹤0.01%
8,298
1488
$74K ﹤0.01%
207
+7
1489
$74K ﹤0.01%
7,222
+1,300
1490
$74K ﹤0.01%
6,200
+4,900
1491
$74K ﹤0.01%
2,495
+995
1492
$73K ﹤0.01%
830
+50
1493
$73K ﹤0.01%
7,040
1494
$72K ﹤0.01%
2,212
+332
1495
$72K ﹤0.01%
750
-54
1496
$72K ﹤0.01%
4,703
+1,172
1497
$72K ﹤0.01%
550
1498
$72K ﹤0.01%
1,271
-361
1499
$72K ﹤0.01%
683
1500
$72K ﹤0.01%
10,611
-293
58 59
60
61 62