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
1576
$61K ﹤0.01%
1,800
-600
1577
$61K ﹤0.01%
415
-2,175
1578
$61K ﹤0.01%
934
+14
1579
$61K ﹤0.01%
800
1580
$61K ﹤0.01%
234
+160
1581
$60K ﹤0.01%
1,525
1582
$60K ﹤0.01%
1,500
1583
$60K ﹤0.01%
4,065
-200
1584
$60K ﹤0.01%
535
-45
1585
$60K ﹤0.01%
1,603
+1
1586
$60K ﹤0.01%
3,633
1587
$60K ﹤0.01%
5,355
+519
1588
$60K ﹤0.01%
+2,300
1589
$59K ﹤0.01%
4,167
+34
1590
$59K ﹤0.01%
2,850
-900
1591
$59K ﹤0.01%
430
1592
$59K ﹤0.01%
265
+38
1593
$59K ﹤0.01%
693
+593
1594
$59K ﹤0.01%
624
1595
$59K ﹤0.01%
4,800
1596
$58K ﹤0.01%
2,875
+1,945
1597
$58K ﹤0.01%
1,440
-20
1598
$58K ﹤0.01%
1,579
-22
1599
$58K ﹤0.01%
1,105
+10
1600
$58K ﹤0.01%
2,348
62 63
64
65 66