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
2251
$12K ﹤0.01%
58
2252
$12K ﹤0.01%
1,080
2253
$12K ﹤0.01%
270
2254
$12K ﹤0.01%
859
+26
2255
$12K ﹤0.01%
973
2256
$12K ﹤0.01%
1,064
2257
$12K ﹤0.01%
865
2258
$11K ﹤0.01%
137
2259
$11K ﹤0.01%
900
-200
2260
$11K ﹤0.01%
771
2261
$11K ﹤0.01%
+120
2262
$11K ﹤0.01%
+1,073
2263
$11K ﹤0.01%
1,000
2264
$11K ﹤0.01%
162
+61
2265
$11K ﹤0.01%
+225
2266
$11K ﹤0.01%
320
2267
$11K ﹤0.01%
372
2268
$11K ﹤0.01%
+33
2269
$11K ﹤0.01%
4,000
2270
$11K ﹤0.01%
1,629
-173
2271
$11K ﹤0.01%
415
2272
$11K ﹤0.01%
1,750
2273
$11K ﹤0.01%
165
+75
2274
$11K ﹤0.01%
2,200
+900
2275
$11K ﹤0.01%
616
+116
89 90
91
92 93