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
2676
$25.1K ﹤0.01%
774
2677
$25.1K ﹤0.01%
+1,340
2678
$25K ﹤0.01%
275
-150
2679
$25K ﹤0.01%
1,000
2680
$24.9K ﹤0.01%
4,560
+369
2681
$24.9K ﹤0.01%
5,981
-40
2682
$24.9K ﹤0.01%
143
2683
$24.9K ﹤0.01%
+566
2684
$24.9K ﹤0.01%
35,500
2685
$24.8K ﹤0.01%
495
2686
$24.8K ﹤0.01%
364
-6
2687
$24.8K ﹤0.01%
941
+115
2688
$24.7K ﹤0.01%
2,014
+459
2689
$24.7K ﹤0.01%
1,011
-2,152
2690
$24.7K ﹤0.01%
930
-4,883
2691
$24.7K ﹤0.01%
4,000
2692
$24.6K ﹤0.01%
+337
2693
$24.5K ﹤0.01%
1,004
-9
2694
$24.5K ﹤0.01%
1,847
-755
2695
$24.5K ﹤0.01%
+3,455
2696
$24.3K ﹤0.01%
336
+35
2697
$24.2K ﹤0.01%
812
2698
$24.2K ﹤0.01%
8,459
-6,365
2699
$24.1K ﹤0.01%
2,751
-943
2700
$24K ﹤0.01%
1,874
+175
106 107
108
109 110