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
2326
$10K ﹤0.01%
237
+29
2327
$10K ﹤0.01%
+1,000
2328
$10K ﹤0.01%
+831
2329
$10K ﹤0.01%
1,236
+26
2330
$10K ﹤0.01%
900
-9,800
2331
$10K ﹤0.01%
1,280
+18
2332
$10K ﹤0.01%
58
+4
2333
$10K ﹤0.01%
300
-200
2334
$10K ﹤0.01%
1,098
+98
2335
$9K ﹤0.01%
100
2336
$9K ﹤0.01%
300
2337
$9K ﹤0.01%
175
2338
$9K ﹤0.01%
3,794
-6,425
2339
$9K ﹤0.01%
+2,000
2340
$9K ﹤0.01%
500
2341
$9K ﹤0.01%
175
2342
$9K ﹤0.01%
6
2343
$9K ﹤0.01%
88
2344
$9K ﹤0.01%
700
-2,750
2345
$9K ﹤0.01%
170
2346
– –
0
2347
$9K ﹤0.01%
161
2348
$9K ﹤0.01%
+100
2349
$9K ﹤0.01%
300
2350
$9K ﹤0.01%
226
92 93
94
95 96