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
2576
$32.6K ﹤0.01%
1,303
+861
2577
$32.5K ﹤0.01%
+1,700
2578
$32.3K ﹤0.01%
1,045
+200
2579
$32.3K ﹤0.01%
1,127
+36
2580
$32.3K ﹤0.01%
676
-134
2581
$32.2K ﹤0.01%
754
+19
2582
$32.2K ﹤0.01%
763
-46
2583
$32.1K ﹤0.01%
578
-2,050
2584
$32K ﹤0.01%
+626
2585
$31.9K ﹤0.01%
1,785
2586
$31.9K ﹤0.01%
+365
2587
$31.6K ﹤0.01%
1,734
2588
$31.6K ﹤0.01%
1,390
+450
2589
$31.6K ﹤0.01%
400
2590
$31.3K ﹤0.01%
1,226
+980
2591
$31.2K ﹤0.01%
+1,911
2592
$31.1K ﹤0.01%
485
2593
$30.9K ﹤0.01%
975
2594
$30.9K ﹤0.01%
950
2595
$30.9K ﹤0.01%
832
2596
$30.8K ﹤0.01%
410
2597
$30.8K ﹤0.01%
203
2598
$30.8K ﹤0.01%
946
-60
2599
$30.7K ﹤0.01%
233
-8
2600
$30.7K ﹤0.01%
470
+124
102 103
104
105 106