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
2951
$13.2K ﹤0.01%
1,132
-7,675
2952
$13.2K ﹤0.01%
222
2953
$13.1K ﹤0.01%
1,865
2954
$13.1K ﹤0.01%
1,235
2955
$13K ﹤0.01%
847
+174
2956
$13K ﹤0.01%
750
2957
$13K ﹤0.01%
257
-14
2958
$12.9K ﹤0.01%
800
+300
2959
$12.9K ﹤0.01%
1,737
-3,200
2960
$12.9K ﹤0.01%
260
2961
$12.9K ﹤0.01%
408
-11,772
2962
$12.8K ﹤0.01%
+446
2963
$12.8K ﹤0.01%
1,160
2964
$12.7K ﹤0.01%
113
2965
$12.7K ﹤0.01%
290
2966
$12.7K ﹤0.01%
1,965
+1,000
2967
$12.7K ﹤0.01%
+2,000
2968
$12.7K ﹤0.01%
290
-1,379
2969
$12.7K ﹤0.01%
500
-387
2970
$12.6K ﹤0.01%
300
2971
$12.6K ﹤0.01%
1,041
+20
2972
$12.6K ﹤0.01%
196
+1
2973
$12.5K ﹤0.01%
250
2974
$12.4K ﹤0.01%
406
2975
$12.4K ﹤0.01%
+1,200
117 118
119
120 121