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
3101
$9.4K ﹤0.01%
5,500
3102
$9.39K ﹤0.01%
200
3103
$9.37K ﹤0.01%
1,000
3104
$9.35K ﹤0.01%
1,923
3105
$9.31K ﹤0.01%
266
3106
$9.3K ﹤0.01%
1,000
3107
$9.27K ﹤0.01%
+215
3108
$9.22K ﹤0.01%
150
-190
3109
$9.18K ﹤0.01%
1,500
3110
$9.17K ﹤0.01%
10,898
-2,000
3111
$9.16K ﹤0.01%
401
3112
$9.12K ﹤0.01%
9,938
-516
3113
$9.06K ﹤0.01%
1,500
3114
$9.06K ﹤0.01%
412
+360
3115
$9.02K ﹤0.01%
318
-178
3116
$9.01K ﹤0.01%
+62
3117
$9.01K ﹤0.01%
420
3118
$9K ﹤0.01%
1,290
3119
$9K ﹤0.01%
54
+35
3120
$8.96K ﹤0.01%
201
3121
$8.95K ﹤0.01%
1,032
3122
$8.91K ﹤0.01%
220
3123
$8.91K ﹤0.01%
3,550
3124
$8.9K ﹤0.01%
200
3125
$8.87K ﹤0.01%
+276
123 124
125
126 127