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
1826
$36K ﹤0.01%
588
1827
$36K ﹤0.01%
500
-950
1828
$36K ﹤0.01%
765
1829
$36K ﹤0.01%
1,200
+1,000
1830
$35K ﹤0.01%
3,100
-8,200
1831
$35K ﹤0.01%
+1,000
1832
$35K ﹤0.01%
801
+1
1833
$35K ﹤0.01%
5,000
-10,100
1834
$35K ﹤0.01%
383
-9
1835
$35K ﹤0.01%
201
1836
$35K ﹤0.01%
1,016
+195
1837
$35K ﹤0.01%
475
-50
1838
$35K ﹤0.01%
1,504
1839
$35K ﹤0.01%
825
1840
$35K ﹤0.01%
270
-7
1841
$35K ﹤0.01%
223
1842
$35K ﹤0.01%
2,500
1843
$35K ﹤0.01%
524
1844
$34K ﹤0.01%
1,867
1845
$34K ﹤0.01%
1,560
+707
1846
$34K ﹤0.01%
1,440
-1,300
1847
$34K ﹤0.01%
1,800
1848
$34K ﹤0.01%
1,003
+120
1849
$34K ﹤0.01%
+4,100
1850
$34K ﹤0.01%
+2,276
72 73
74
75 76