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%
37
2277
$11K ﹤0.01%
+650
2278
$11K ﹤0.01%
134
2279
$11K ﹤0.01%
429
2280
$11K ﹤0.01%
1,053
2281
$11K ﹤0.01%
500
2282
$11K ﹤0.01%
695
-416
2283
$11K ﹤0.01%
341
2284
$11K ﹤0.01%
1,536
-300
2285
$11K ﹤0.01%
125
2286
$11K ﹤0.01%
356
-2,268
2287
$11K ﹤0.01%
268
-57
2288
$11K ﹤0.01%
+400
2289
$11K ﹤0.01%
256
2290
$11K ﹤0.01%
56
+16
2291
$11K ﹤0.01%
500
2292
$11K ﹤0.01%
3,000
2293
$11K ﹤0.01%
1,979
+30
2294
$11K ﹤0.01%
+128
2295
$10K ﹤0.01%
+788
2296
$10K ﹤0.01%
2,029
2297
$10K ﹤0.01%
+500
2298
$10K ﹤0.01%
230
+30
2299
$10K ﹤0.01%
+89
2300
$10K ﹤0.01%
1,122
90 91
92
93 94