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
3301
$5.64K ﹤0.01%
700
-283
3302
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170
3303
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+500
3304
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37
-40
3305
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375
3306
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250
3307
$5.57K ﹤0.01%
1,000
3308
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3309
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268
3310
$5.4K ﹤0.01%
250
3311
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3312
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536
-133
3313
$5.37K ﹤0.01%
+228
3314
$5.32K ﹤0.01%
100
3315
$5.29K ﹤0.01%
450
3316
$5.29K ﹤0.01%
2,149
+1,041
3317
$5.29K ﹤0.01%
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3318
$5.27K ﹤0.01%
529
3319
$5.27K ﹤0.01%
20
-294
3320
$5.26K ﹤0.01%
58
-547
3321
$5.22K ﹤0.01%
528
3322
$5.21K ﹤0.01%
500
-2,450
3323
$5.21K ﹤0.01%
123
3324
$5.18K ﹤0.01%
206
-175
3325
$5.17K ﹤0.01%
91
131 132
133
134 135