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
3401
$3.99K ﹤0.01%
250
3402
$3.97K ﹤0.01%
200
3403
$3.96K ﹤0.01%
304
+4
3404
$3.93K ﹤0.01%
506
3405
$3.92K ﹤0.01%
289
-44
3406
$3.92K ﹤0.01%
243
-259
3407
$3.91K ﹤0.01%
198
3408
$3.9K ﹤0.01%
39
-22
3409
$3.85K ﹤0.01%
295
3410
$3.84K ﹤0.01%
287
+8
3411
$3.84K ﹤0.01%
50
3412
$3.78K ﹤0.01%
612
3413
$3.77K ﹤0.01%
1,391
-5
3414
$3.75K ﹤0.01%
+742
3415
$3.73K ﹤0.01%
240
3416
$3.69K ﹤0.01%
+2,380
3417
$3.68K ﹤0.01%
1,000
3418
$3.66K ﹤0.01%
150
-35
3419
$3.65K ﹤0.01%
150
3420
$3.63K ﹤0.01%
44
+6
3421
$3.63K ﹤0.01%
+152
3422
$3.61K ﹤0.01%
54
3423
$3.61K ﹤0.01%
+100
3424
$3.61K ﹤0.01%
1,356
+256
3425
$3.59K ﹤0.01%
103
135 136
137
138 139