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
1776
$40K ﹤0.01%
3,488
1777
$40K ﹤0.01%
350
1778
$39K ﹤0.01%
+1,000
1779
$39K ﹤0.01%
700
1780
$39K ﹤0.01%
2,299
+609
1781
$39K ﹤0.01%
225
+199
1782
$39K ﹤0.01%
375
1783
$39K ﹤0.01%
959
-300
1784
$39K ﹤0.01%
2,500
1785
$39K ﹤0.01%
1,000
-50
1786
$39K ﹤0.01%
350
1787
$39K ﹤0.01%
596
1788
$39K ﹤0.01%
2,300
1789
$39K ﹤0.01%
+618
1790
$39K ﹤0.01%
972
+1
1791
$39K ﹤0.01%
2,293
+2,118
1792
$39K ﹤0.01%
+768
1793
$39K ﹤0.01%
665
-27
1794
$38K ﹤0.01%
+2,800
1795
$38K ﹤0.01%
2,822
+1,600
1796
$38K ﹤0.01%
8,257
+7,225
1797
$38K ﹤0.01%
260
+60
1798
$38K ﹤0.01%
455
1799
$38K ﹤0.01%
550
1800
$38K ﹤0.01%
2,500
-1,345
70 71
72
73 74