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
2201
$13K ﹤0.01%
409
2202
$13K ﹤0.01%
+500
2203
$13K ﹤0.01%
241
+38
2204
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941
2205
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596
2206
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669
2207
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459
-100
2208
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490
2209
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200
2210
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750
-600
2211
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800
2212
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1,500
2213
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375
2214
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1,028
2215
$13K ﹤0.01%
400
2216
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152
+1
2217
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200
2218
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535
-129
2219
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110
-5
2220
$13K ﹤0.01%
200
-28
2221
$13K ﹤0.01%
243
+2
2222
$13K ﹤0.01%
157
-741
2223
$13K ﹤0.01%
552
2224
$13K ﹤0.01%
298
2225
$13K ﹤0.01%
2,270
+19
87 88
89
90 91