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
2401
$7K ﹤0.01%
352
-2
2402
$7K ﹤0.01%
1,188
2403
$7K ﹤0.01%
125
2404
$7K ﹤0.01%
+92
2405
$7K ﹤0.01%
1,423
2406
$7K ﹤0.01%
+50
2407
$7K ﹤0.01%
29
-25
2408
$7K ﹤0.01%
1,500
2409
$7K ﹤0.01%
+125
2410
$7K ﹤0.01%
1,178
+4
2411
$7K ﹤0.01%
500
-11,803
2412
$7K ﹤0.01%
+700
2413
$7K ﹤0.01%
250
-182
2414
$7K ﹤0.01%
+200
2415
$7K ﹤0.01%
583
2416
$7K ﹤0.01%
200
2417
$7K ﹤0.01%
222
2418
$7K ﹤0.01%
1,000
2419
$7K ﹤0.01%
+300
2420
$7K ﹤0.01%
95
2421
$7K ﹤0.01%
63
-70
2422
$7K ﹤0.01%
85
2423
$7K ﹤0.01%
270
+245
2424
$7K ﹤0.01%
2,325
-240
2425
$7K ﹤0.01%
497
-46
95 96
97
98 99