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
3251
$6.58K ﹤0.01%
72
+12
3252
$6.56K ﹤0.01%
1,261
-1,077
3253
$6.49K ﹤0.01%
500
3254
$6.46K ﹤0.01%
266
-101
3255
$6.45K ﹤0.01%
44
+12
3256
$6.41K ﹤0.01%
+61
3257
$6.38K ﹤0.01%
168
3258
$6.37K ﹤0.01%
+1,090
3259
$6.36K ﹤0.01%
1,010
+10
3260
$6.36K ﹤0.01%
4,000
3261
$6.33K ﹤0.01%
175
+11
3262
$6.3K ﹤0.01%
1,000
3263
$6.3K ﹤0.01%
323
-24
3264
$6.29K ﹤0.01%
216
+16
3265
$6.24K ﹤0.01%
910
3266
$6.19K ﹤0.01%
480
3267
$6.19K ﹤0.01%
425
3268
$6.15K ﹤0.01%
450
3269
$6.13K ﹤0.01%
126
3270
$6.1K ﹤0.01%
65
3271
$6.07K ﹤0.01%
540
3272
$6.06K ﹤0.01%
270
3273
$6.05K ﹤0.01%
480
+368
3274
$6.05K ﹤0.01%
112
-12
3275
$6.04K ﹤0.01%
250
129 130
131
132 133