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
2226
$13K ﹤0.01%
171
2227
$13K ﹤0.01%
1,000
-1,200
2228
$12K ﹤0.01%
222
2229
$12K ﹤0.01%
+409
2230
$12K ﹤0.01%
99
+1
2231
$12K ﹤0.01%
173
-150
2232
$12K ﹤0.01%
500
-500
2233
$12K ﹤0.01%
1,020
2234
$12K ﹤0.01%
152
-11
2235
$12K ﹤0.01%
452
2236
$12K ﹤0.01%
200
-626
2237
$12K ﹤0.01%
533
2238
$12K ﹤0.01%
+582
2239
$12K ﹤0.01%
+356
2240
$12K ﹤0.01%
592
2241
$12K ﹤0.01%
151
2242
$12K ﹤0.01%
500
2243
$12K ﹤0.01%
1,000
2244
$12K ﹤0.01%
191
2245
$12K ﹤0.01%
13
+6
2246
$12K ﹤0.01%
480
-100
2247
$12K ﹤0.01%
+63
2248
$12K ﹤0.01%
125
2249
$12K ﹤0.01%
205
-64
2250
$12K ﹤0.01%
200
88 89
90
91 92