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
1901
$30K ﹤0.01%
1,016
-500
1902
$30K ﹤0.01%
140
-60
1903
$30K ﹤0.01%
170
+52
1904
$30K ﹤0.01%
560
-150
1905
$30K ﹤0.01%
2,064
+2,000
1906
$30K ﹤0.01%
910
1907
$30K ﹤0.01%
889
1908
$30K ﹤0.01%
177
1909
$30K ﹤0.01%
552
-6,836
1910
$30K ﹤0.01%
6
-4
1911
$30K ﹤0.01%
+1,600
1912
$30K ﹤0.01%
1,028
1913
$30K ﹤0.01%
1,163
+1,028
1914
$30K ﹤0.01%
2,267
-2,588
1915
$30K ﹤0.01%
200
1916
$29K ﹤0.01%
306
+23
1917
$29K ﹤0.01%
568
+14
1918
$29K ﹤0.01%
215
+65
1919
$29K ﹤0.01%
1,717
1920
$29K ﹤0.01%
837
+756
1921
$29K ﹤0.01%
210
1922
$29K ﹤0.01%
2,600
-1,600
1923
$29K ﹤0.01%
2,098
+168
1924
$29K ﹤0.01%
1,100
-850
1925
$29K ﹤0.01%
2,800
75 76
77
78 79