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
3126
$8.83K ﹤0.01%
291
+2
3127
$8.83K ﹤0.01%
1,501
-772
3128
$8.81K ﹤0.01%
175
-63
3129
$8.73K ﹤0.01%
150
3130
$8.66K ﹤0.01%
+1,000
3131
$8.58K ﹤0.01%
3,000
3132
$8.56K ﹤0.01%
355
3133
$8.55K ﹤0.01%
78
-35
3134
$8.54K ﹤0.01%
563
-4
3135
$8.54K ﹤0.01%
350
3136
$8.53K ﹤0.01%
200
3137
$8.52K ﹤0.01%
170
3138
$8.48K ﹤0.01%
1,050
-150
3139
$8.48K ﹤0.01%
675
-299
3140
$8.46K ﹤0.01%
773
3141
$8.41K ﹤0.01%
750
3142
$8.41K ﹤0.01%
350
3143
$8.4K ﹤0.01%
200
-25
3144
$8.38K ﹤0.01%
110
-121
3145
$8.38K ﹤0.01%
213
-36
3146
$8.35K ﹤0.01%
395
-23
3147
$8.32K ﹤0.01%
165
-270
3148
$8.3K ﹤0.01%
200
3149
$8.28K ﹤0.01%
139
3150
$8.27K ﹤0.01%
1,358
+1,157
124 125
126
127 128