SPIA
Steward Partners Investment Advisory Portfolio holdings
AUM $12.8B
1-Year Return
18.62%
This Quarter Return
-1.92%
1 Year Return
+18.62%
3 Year Return
+71.58%
5 Year Return
+120.29%
10 Year Return
–
AUM
$11.3B
AUM Growth
+$40.6M
(+0.36%)
Cap. Flow
+$409M
Cap. Flow
% of AUM
3.61%
Top 10 Holdings %
Top 10 Hldgs %
20.28%
Holding
4,195
New
229
Increased
1,453
Reduced
1,203
Closed
173
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
+$41.8M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$19.6M |
| 3 |
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
|
+$17.8M |
| 4 |
Palantir
PLTR
|
+$17.6M |
| 5 |
Applovin
APP
|
+$17.4M |
Top Sells
| 1 |
Mercado Libre
MELI
|
+$51.9M |
| 2 |
Invesco S&P SmallCap Momentum ETF
XSMO
|
+$30.4M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$22.1M |
| 4 |
Marvell Technology
MRVL
|
+$20.2M |
| 5 |
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% |
