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
1851
$34K ﹤0.01%
2,309
+483
1852
$34K ﹤0.01%
615
+18
1853
$34K ﹤0.01%
226
-509
1854
$34K ﹤0.01%
856
+42
1855
$34K ﹤0.01%
284
+52
1856
$33K ﹤0.01%
874
+274
1857
$33K ﹤0.01%
755
+655
1858
$33K ﹤0.01%
2,800
1859
$33K ﹤0.01%
510
+4
1860
$33K ﹤0.01%
1,904
+1,000
1861
$33K ﹤0.01%
4,900
+4,000
1862
$33K ﹤0.01%
480
+108
1863
$33K ﹤0.01%
11
1864
$33K ﹤0.01%
1,001
1865
$33K ﹤0.01%
1,500
+800
1866
$33K ﹤0.01%
720
+25
1867
$32K ﹤0.01%
424
+54
1868
$32K ﹤0.01%
450
1869
$32K ﹤0.01%
450
1870
$32K ﹤0.01%
113
-287
1871
$32K ﹤0.01%
787
-60
1872
$32K ﹤0.01%
3,000
1873
$32K ﹤0.01%
3,300
1874
$32K ﹤0.01%
2,125
+1,136
1875
$32K ﹤0.01%
3,539
-4,606
73 74
75
76 77