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
$11.3B
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,195
New
Increased
Reduced
Closed

Top Buys

1
+$41.8M
2
+$19.6M
3
+$17.8M
4
PLTR icon
Palantir
PLTR
+$17.6M
5
APP icon
Applovin
APP
+$17.4M

Top Sells

1
+$51.9M
2
+$30.4M
3
+$22.1M
4
MRVL icon
Marvell Technology
MRVL
+$20.2M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$18.7M

Sector Composition

1 Technology 15.81%
2 Financials 8.05%
3 Consumer Discretionary 5.95%
4 Healthcare 5.19%
5 Communication Services 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2526
$36.2K ﹤0.01%
975
2527
$36.1K ﹤0.01%
1,186
-125
2528
$35.9K ﹤0.01%
5,710
+19
2529
$35.9K ﹤0.01%
285
+180
2530
$35.8K ﹤0.01%
+550
2531
$35.8K ﹤0.01%
720
-182
2532
$35.7K ﹤0.01%
808
-86
2533
$35.6K ﹤0.01%
324
-132
2534
$35.4K ﹤0.01%
304
-392
2535
$35.4K ﹤0.01%
1,863
2536
$35.3K ﹤0.01%
1,022
2537
$35.2K ﹤0.01%
10,579
-8,100
2538
$35.1K ﹤0.01%
+2,200
2539
$34.9K ﹤0.01%
482
-100
2540
$34.8K ﹤0.01%
1,425
+175
2541
$34.7K ﹤0.01%
544
+44
2542
$34.7K ﹤0.01%
+1,585
2543
$34.7K ﹤0.01%
3,278
2544
$34.6K ﹤0.01%
212
2545
$34.6K ﹤0.01%
1,511
2546
$34.6K ﹤0.01%
681
-7
2547
$34.6K ﹤0.01%
+2,490
2548
$34.5K ﹤0.01%
2,306
+6
2549
$34.2K ﹤0.01%
1,169
+200
2550
$34.2K ﹤0.01%
1,650
-1,455
100 101
102
103 104