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
2551
$34.2K ﹤0.01%
+500
2552
$34.2K ﹤0.01%
218
2553
$34.1K ﹤0.01%
2,000
2554
$34K ﹤0.01%
778
2555
$33.9K ﹤0.01%
1,616
2556
$33.8K ﹤0.01%
184
2557
$33.8K ﹤0.01%
4,500
2558
$33.7K ﹤0.01%
904
2559
$33.7K ﹤0.01%
381
-7
2560
$33.7K ﹤0.01%
1,749
+14
2561
$33.5K ﹤0.01%
470
2562
$33.5K ﹤0.01%
91
-3
2563
$33.5K ﹤0.01%
1,084
2564
$33.4K ﹤0.01%
1,425
2565
$33.4K ﹤0.01%
1,256
2566
$33.3K ﹤0.01%
2,382
2567
$33.1K ﹤0.01%
375
-510
2568
$33.1K ﹤0.01%
463
-133
2569
$33K ﹤0.01%
200
-180
2570
$32.9K ﹤0.01%
1,090
-1,984
2571
$32.9K ﹤0.01%
135
2572
$32.7K ﹤0.01%
3,000
-200
2573
$32.7K ﹤0.01%
1,482
2574
$32.7K ﹤0.01%
1,639
+577
2575
$32.7K ﹤0.01%
872
-1,601
101 102
103
104 105