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
2301
$10K ﹤0.01%
225
+100
2302
$10K ﹤0.01%
421
+358
2303
$10K ﹤0.01%
20
2304
$10K ﹤0.01%
174
+18
2305
$10K ﹤0.01%
1,379
-873
2306
$10K ﹤0.01%
400
2307
$10K ﹤0.01%
1,023
+15
2308
$10K ﹤0.01%
258
+2
2309
$10K ﹤0.01%
101
2310
$10K ﹤0.01%
+300
2311
$10K ﹤0.01%
116
2312
$10K ﹤0.01%
66
-95
2313
$10K ﹤0.01%
+2,000
2314
$10K ﹤0.01%
990
2315
$10K ﹤0.01%
+100
2316
$10K ﹤0.01%
615
2317
$10K ﹤0.01%
+191
2318
$10K ﹤0.01%
115
-100
2319
$10K ﹤0.01%
57
2320
$10K ﹤0.01%
522
2321
$10K ﹤0.01%
130
2322
$10K ﹤0.01%
220
-100
2323
$10K ﹤0.01%
124
+62
2324
$10K ﹤0.01%
443
2325
$10K ﹤0.01%
+100
91 92
93
94 95