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
2626
$29.1K ﹤0.01%
600
2627
$29.1K ﹤0.01%
1,148
2628
$29K ﹤0.01%
237
2629
$29K ﹤0.01%
400
-100
2630
$28.7K ﹤0.01%
7,000
-36
2631
$28.5K ﹤0.01%
326
+1
2632
$28.5K ﹤0.01%
129
2633
$28.4K ﹤0.01%
4,497
-119
2634
$28.4K ﹤0.01%
723
2635
$28.3K ﹤0.01%
4,897
2636
$28.2K ﹤0.01%
+1,500
2637
$28.1K ﹤0.01%
805
2638
$28.1K ﹤0.01%
295
2639
$27.7K ﹤0.01%
640
2640
$27.5K ﹤0.01%
111
2641
$27.5K ﹤0.01%
1,084
2642
$27.2K ﹤0.01%
570
2643
$27.2K ﹤0.01%
215
2644
$27.1K ﹤0.01%
894
+796
2645
$27.1K ﹤0.01%
1,734
2646
$27K ﹤0.01%
450
2647
$26.7K ﹤0.01%
699
+149
2648
$26.6K ﹤0.01%
100
2649
$26.6K ﹤0.01%
720
2650
$26.6K ﹤0.01%
5,000
104 105
106
107 108