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
2726
$22.9K ﹤0.01%
+4,068
2727
$22.9K ﹤0.01%
528
-41,988
2728
$22.9K ﹤0.01%
34,842
-125
2729
$22.9K ﹤0.01%
+3,052
2730
$22.8K ﹤0.01%
1,000
2731
$22.8K ﹤0.01%
993
2732
$22.7K ﹤0.01%
233
2733
$22.7K ﹤0.01%
436
2734
$22.6K ﹤0.01%
3,576
+220
2735
$22.6K ﹤0.01%
+10,000
2736
$22.5K ﹤0.01%
1,050
2737
$22.4K ﹤0.01%
400
2738
$22.3K ﹤0.01%
200
2739
$22.3K ﹤0.01%
745
2740
$22.3K ﹤0.01%
369
-2
2741
$22.3K ﹤0.01%
591
-499
2742
$22.2K ﹤0.01%
866
2743
$22.1K ﹤0.01%
+11,000
2744
$22K ﹤0.01%
1,315
2745
$21.9K ﹤0.01%
1,618
-2,333
2746
$21.9K ﹤0.01%
1,028
2747
$21.8K ﹤0.01%
849
2748
$21.8K ﹤0.01%
2,673
+75
2749
$21.8K ﹤0.01%
71
+15
2750
$21.8K ﹤0.01%
234
108 109
110
111 112