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
1751
$41K ﹤0.01%
507
+38
1752
$41K ﹤0.01%
462
1753
$41K ﹤0.01%
770
1754
$41K ﹤0.01%
+1,025
1755
$41K ﹤0.01%
+238
1756
$41K ﹤0.01%
120
+60
1757
$41K ﹤0.01%
600
1758
$41K ﹤0.01%
1,250
1759
$41K ﹤0.01%
309
+119
1760
$41K ﹤0.01%
1,105
1761
$41K ﹤0.01%
565
-235
1762
$40K ﹤0.01%
433
+135
1763
$40K ﹤0.01%
11,267
-70,014
1764
$40K ﹤0.01%
305
-140
1765
$40K ﹤0.01%
+3,070
1766
$40K ﹤0.01%
1,289
-1,594
1767
$40K ﹤0.01%
504
1768
$40K ﹤0.01%
761
-135
1769
$40K ﹤0.01%
3,240
1770
$40K ﹤0.01%
600
1771
$40K ﹤0.01%
+5
1772
$40K ﹤0.01%
273
+167
1773
$40K ﹤0.01%
1,344
1774
$40K ﹤0.01%
580
1775
$40K ﹤0.01%
700
69 70
71
72 73