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
2826
$18.4K ﹤0.01%
+380
2827
$18.3K ﹤0.01%
4,955
2828
$18.3K ﹤0.01%
622
2829
$18.3K ﹤0.01%
570
+25
2830
$18.2K ﹤0.01%
4,806
2831
$18.1K ﹤0.01%
581
-143
2832
$18.1K ﹤0.01%
397
-171
2833
$18K ﹤0.01%
919
+300
2834
$18K ﹤0.01%
274
2835
$17.9K ﹤0.01%
250
2836
$17.9K ﹤0.01%
400
2837
$17.9K ﹤0.01%
416
2838
$17.8K ﹤0.01%
584
2839
$17.7K ﹤0.01%
523
2840
$17.6K ﹤0.01%
263
-27
2841
$17.6K ﹤0.01%
88
+60
2842
$17.5K ﹤0.01%
647
+147
2843
$17.5K ﹤0.01%
192
-210
2844
$17.5K ﹤0.01%
81
+2
2845
$17.5K ﹤0.01%
+1,000
2846
$17.4K ﹤0.01%
434
+3
2847
$17.4K ﹤0.01%
255
-26
2848
$17.4K ﹤0.01%
272
-40
2849
$17.3K ﹤0.01%
358
-831
2850
$17.2K ﹤0.01%
2,409
-5,575
112 113
114
115 116