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
2026
$21K ﹤0.01%
800
2027
$21K ﹤0.01%
244
2028
$21K ﹤0.01%
652
-438
2029
$21K ﹤0.01%
500
-35
2030
$21K ﹤0.01%
+716
2031
$21K ﹤0.01%
+2,000
2032
$21K ﹤0.01%
1,000
-500
2033
$21K ﹤0.01%
136
2034
$21K ﹤0.01%
1,927
-1,852
2035
$21K ﹤0.01%
1,155
+219
2036
$21K ﹤0.01%
800
-200
2037
$21K ﹤0.01%
2,310
+18
2038
$21K ﹤0.01%
223
-60
2039
$21K ﹤0.01%
+270
2040
$21K ﹤0.01%
1,555
+9
2041
$21K ﹤0.01%
403
+153
2042
$21K ﹤0.01%
5,000
2043
$21K ﹤0.01%
1,008
+263
2044
$21K ﹤0.01%
20
+4
2045
$21K ﹤0.01%
500
2046
$21K ﹤0.01%
+1,000
2047
$21K ﹤0.01%
220
2048
$21K ﹤0.01%
308
2049
$21K ﹤0.01%
+640
2050
$21K ﹤0.01%
924
+52
80 81
82
83 84