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
2176
$14K ﹤0.01%
71
+11
2177
$14K ﹤0.01%
97
+14
2178
$14K ﹤0.01%
55
2179
$14K ﹤0.01%
543
-312
2180
$14K ﹤0.01%
1,962
+1,800
2181
$14K ﹤0.01%
1,000
-1,150
2182
$14K ﹤0.01%
1,000
2183
$14K ﹤0.01%
72
2184
$14K ﹤0.01%
411
-789
2185
$14K ﹤0.01%
500
+400
2186
$14K ﹤0.01%
+750
2187
$14K ﹤0.01%
500
+270
2188
$14K ﹤0.01%
233
2189
$14K ﹤0.01%
885
2190
$14K ﹤0.01%
677
+2
2191
$14K ﹤0.01%
144
2192
$14K ﹤0.01%
715
+63
2193
$14K ﹤0.01%
132
-117
2194
$14K ﹤0.01%
1,877
+1,050
2195
$14K ﹤0.01%
1,000
-1,000
2196
$14K ﹤0.01%
+2,272
2197
$13K ﹤0.01%
863
2198
$13K ﹤0.01%
2,192
2199
$13K ﹤0.01%
211
2200
$13K ﹤0.01%
282
86 87
88
89 90