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
2276
$11K ﹤0.01%
+225
2277
$11K ﹤0.01%
320
2278
$11K ﹤0.01%
415
2279
$11K ﹤0.01%
1,750
2280
$11K ﹤0.01%
165
+75
2281
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+650
2282
$11K ﹤0.01%
134
2283
$11K ﹤0.01%
429
2284
$11K ﹤0.01%
1,053
2285
$11K ﹤0.01%
500
2286
$11K ﹤0.01%
695
-416
2287
$11K ﹤0.01%
341
2288
$11K ﹤0.01%
1,536
-300
2289
$11K ﹤0.01%
125
2290
$11K ﹤0.01%
356
-2,268
2291
$11K ﹤0.01%
56
+16
2292
$11K ﹤0.01%
3,000
2293
$11K ﹤0.01%
1,979
+30
2294
$11K ﹤0.01%
+128
2295
$10K ﹤0.01%
+500
2296
$10K ﹤0.01%
258
+2
2297
$10K ﹤0.01%
101
2298
$10K ﹤0.01%
+300
2299
$10K ﹤0.01%
116
2300
$10K ﹤0.01%
66
-95
90 91
92
93 94