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
3376
$4.25K ﹤0.01%
115
3377
$4.22K ﹤0.01%
158
3378
$4.22K ﹤0.01%
433
-359
3379
$4.22K ﹤0.01%
173
+29
3380
$4.21K ﹤0.01%
188
3381
$4.19K ﹤0.01%
83
+16
3382
$4.19K ﹤0.01%
100
-100
3383
$4.18K ﹤0.01%
102
+2
3384
$4.16K ﹤0.01%
+501
3385
$4.15K ﹤0.01%
1,000
-350
3386
$4.14K ﹤0.01%
284
3387
$4.13K ﹤0.01%
34
-7
3388
$4.12K ﹤0.01%
71
3389
$4.1K ﹤0.01%
161
3390
$4.09K ﹤0.01%
157
3391
$4.08K ﹤0.01%
2,094
3392
$4.08K ﹤0.01%
293
+92
3393
$4.04K ﹤0.01%
458
-1,607
3394
$4.03K ﹤0.01%
40
3395
$4.03K ﹤0.01%
43
3396
$4.02K ﹤0.01%
100
3397
$4.01K ﹤0.01%
31
-111
3398
$3.99K ﹤0.01%
201
3399
$3.99K ﹤0.01%
604
3400
$3.99K ﹤0.01%
96
134 135
136
137 138