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
1876
$32K ﹤0.01%
1,474
-3,881
1877
$32K ﹤0.01%
+5,000
1878
$32K ﹤0.01%
4,099
1879
$32K ﹤0.01%
693
1880
$32K ﹤0.01%
4,007
+1,756
1881
$32K ﹤0.01%
2,000
+400
1882
$32K ﹤0.01%
2,500
1883
$32K ﹤0.01%
24
-5
1884
$31K ﹤0.01%
+595
1885
$31K ﹤0.01%
312
-610
1886
$31K ﹤0.01%
1,190
+484
1887
$31K ﹤0.01%
214
+52
1888
$31K ﹤0.01%
815
1889
$31K ﹤0.01%
632
+190
1890
$31K ﹤0.01%
4,500
1891
$31K ﹤0.01%
600
-81
1892
$31K ﹤0.01%
610
1893
$31K ﹤0.01%
422
-28
1894
$31K ﹤0.01%
781
1895
$31K ﹤0.01%
504
1896
$30K ﹤0.01%
+38
1897
$30K ﹤0.01%
4,000
-3,600
1898
$30K ﹤0.01%
3,530
1899
$30K ﹤0.01%
1,166
-1,425
1900
$30K ﹤0.01%
105
-25
74 75
76
77 78