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
1701
$47K ﹤0.01%
82
-2
1702
$47K ﹤0.01%
489
+369
1703
$47K ﹤0.01%
1,830
1704
$46K ﹤0.01%
90
+50
1705
$46K ﹤0.01%
+731
1706
$46K ﹤0.01%
1,000
1707
$46K ﹤0.01%
1,548
+33
1708
$46K ﹤0.01%
+470
1709
$46K ﹤0.01%
1,132
-45
1710
$46K ﹤0.01%
4,936
+715
1711
$46K ﹤0.01%
1,094
1712
$46K ﹤0.01%
293
+101
1713
$46K ﹤0.01%
6,798
1714
$46K ﹤0.01%
2,804
-740
1715
– –
0
1716
$45K ﹤0.01%
1,961
-187
1717
$45K ﹤0.01%
376
+20
1718
$45K ﹤0.01%
790
1719
$44K ﹤0.01%
6,550
-2,000
1720
$44K ﹤0.01%
1,599
+955
1721
$44K ﹤0.01%
1,804
+13
1722
$44K ﹤0.01%
+2,500
1723
$44K ﹤0.01%
+1,600
1724
$44K ﹤0.01%
2,800
1725
$44K ﹤0.01%
5,044
67 68
69
70 71