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
3026
$10.9K ﹤0.01%
1,021
3027
$10.9K ﹤0.01%
632
+58
3028
$10.9K ﹤0.01%
537
+239
3029
$10.9K ﹤0.01%
328
-330
3030
$10.9K ﹤0.01%
686
-23
3031
$10.8K ﹤0.01%
+2,000
3032
$10.8K ﹤0.01%
567
-100
3033
$10.8K ﹤0.01%
705
+31
3034
$10.8K ﹤0.01%
616
-773
3035
$10.8K ﹤0.01%
649
3036
$10.8K ﹤0.01%
87
+7
3037
$10.8K ﹤0.01%
1,052
+136
3038
$10.7K ﹤0.01%
4,613
+447
3039
$10.7K ﹤0.01%
926
-841
3040
$10.7K ﹤0.01%
151
3041
$10.7K ﹤0.01%
700
-400
3042
$10.7K ﹤0.01%
162
+42
3043
$10.7K ﹤0.01%
2,270
3044
$10.7K ﹤0.01%
+175
3045
$10.6K ﹤0.01%
246
-822
3046
$10.6K ﹤0.01%
4,000
3047
$10.6K ﹤0.01%
1,057
-65
3048
$10.6K ﹤0.01%
330
3049
$10.5K ﹤0.01%
283
-23
3050
$10.5K ﹤0.01%
456
-482
120 121
122
123 124