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
1601
$58K ﹤0.01%
167
+67
1602
$58K ﹤0.01%
1,521
-444
1603
$58K ﹤0.01%
1,597
1604
$57K ﹤0.01%
750
1605
$57K ﹤0.01%
549
+49
1606
$57K ﹤0.01%
1,052
-564
1607
$57K ﹤0.01%
2,530
+1,530
1608
$57K ﹤0.01%
2,187
-200
1609
$57K ﹤0.01%
317
+9
1610
$57K ﹤0.01%
1,638
1611
$56K ﹤0.01%
+2,000
1612
$56K ﹤0.01%
+2,887
1613
$56K ﹤0.01%
+1,100
1614
$56K ﹤0.01%
700
1615
$56K ﹤0.01%
5,164
-2
1616
$56K ﹤0.01%
3,562
-500
1617
$56K ﹤0.01%
3,900
1618
$55K ﹤0.01%
550
-85
1619
$55K ﹤0.01%
472
1620
$55K ﹤0.01%
2,300
+1,000
1621
$55K ﹤0.01%
602
1622
$55K ﹤0.01%
+2,000
1623
$55K ﹤0.01%
275
1624
$55K ﹤0.01%
200
1625
$55K ﹤0.01%
425
63 64
65
66 67