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
2126
$16K ﹤0.01%
+400
2127
$16K ﹤0.01%
55
2128
$16K ﹤0.01%
314
2129
$16K ﹤0.01%
+200
2130
$16K ﹤0.01%
264
+180
2131
$16K ﹤0.01%
200
2132
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236
-14
2133
$16K ﹤0.01%
449
+222
2134
$16K ﹤0.01%
4,000
-1,200
2135
$16K ﹤0.01%
450
+300
2136
$16K ﹤0.01%
500
2137
$16K ﹤0.01%
+832
2138
$16K ﹤0.01%
451
2139
$16K ﹤0.01%
585
-309
2140
$16K ﹤0.01%
350
2141
$16K ﹤0.01%
+297
2142
$16K ﹤0.01%
756
-60
2143
$16K ﹤0.01%
559
+59
2144
$16K ﹤0.01%
500
-1,800
2145
$15K ﹤0.01%
+350
2146
$15K ﹤0.01%
450
2147
$15K ﹤0.01%
450
2148
$15K ﹤0.01%
+350
2149
$15K ﹤0.01%
459
+150
2150
$15K ﹤0.01%
2,150
-200
84 85
86
87 88