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
1676
$49K ﹤0.01%
422
-57
1677
$49K ﹤0.01%
525
-29
1678
$49K ﹤0.01%
817
+757
1679
$49K ﹤0.01%
1,339
1680
$49K ﹤0.01%
3,074
1681
$49K ﹤0.01%
2,630
1682
$49K ﹤0.01%
2,025
+1,869
1683
$49K ﹤0.01%
566
-2,669
1684
$49K ﹤0.01%
4,082
+1,357
1685
$49K ﹤0.01%
3,000
1686
$49K ﹤0.01%
1,422
+500
1687
$49K ﹤0.01%
734
1688
$48K ﹤0.01%
1,100
1689
$48K ﹤0.01%
1,000
+469
1690
$48K ﹤0.01%
1,219
+500
1691
$48K ﹤0.01%
276
1692
$48K ﹤0.01%
1,866
+178
1693
$48K ﹤0.01%
1,500
1694
$48K ﹤0.01%
2,248
-202
1695
$48K ﹤0.01%
1,400
1696
$48K ﹤0.01%
1,200
1697
$47K ﹤0.01%
569
+100
1698
$47K ﹤0.01%
929
1699
$47K ﹤0.01%
268
-28
1700
$47K ﹤0.01%
2,847
-3,071
66 67
68
69 70