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
2776
$20.3K ﹤0.01%
470
+170
2777
$20.3K ﹤0.01%
327
2778
$20.3K ﹤0.01%
+427
2779
$20.3K ﹤0.01%
1,681
-999
2780
$20.3K ﹤0.01%
210
-28
2781
$20.3K ﹤0.01%
650
2782
$20.3K ﹤0.01%
147
-15
2783
$20.3K ﹤0.01%
3,404
2784
$20.3K ﹤0.01%
9,000
2785
$20.1K ﹤0.01%
+1,250
2786
$20K ﹤0.01%
1,000
2787
$19.9K ﹤0.01%
7,346
2788
$19.8K ﹤0.01%
90
-24
2789
$19.7K ﹤0.01%
2,743
2790
$19.7K ﹤0.01%
415
-965
2791
$19.7K ﹤0.01%
271
-787
2792
$19.5K ﹤0.01%
400
2793
$19.5K ﹤0.01%
+210
2794
$19.4K ﹤0.01%
390
-229
2795
$19.4K ﹤0.01%
366
+91
2796
$19.4K ﹤0.01%
310
2797
$19.3K ﹤0.01%
421
2798
$19.3K ﹤0.01%
3,263
+3,063
2799
$19.2K ﹤0.01%
+250
2800
$19.2K ﹤0.01%
260
110 111
112
113 114