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
2151
$15K ﹤0.01%
503
2152
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300
2153
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180
+38
2154
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2155
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1,030
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251
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2158
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1,109
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2159
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2161
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111
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2163
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614
2164
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2165
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125
2166
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1,123
2167
$14K ﹤0.01%
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300
2169
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137
-62
2170
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+525
2171
$14K ﹤0.01%
2,270
2172
$14K ﹤0.01%
600
2173
$14K ﹤0.01%
+680
2174
$14K ﹤0.01%
335
+232
2175
$14K ﹤0.01%
263
-11
85 86
87
88 89