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
3426
$3.58K ﹤0.01%
575
3427
$3.58K ﹤0.01%
137
3428
$3.56K ﹤0.01%
20
3429
$3.54K ﹤0.01%
100
-100
3430
$3.52K ﹤0.01%
58
3431
$3.52K ﹤0.01%
60
3432
$3.49K ﹤0.01%
93
3433
$3.46K ﹤0.01%
2,384
3434
$3.44K ﹤0.01%
234
3435
$3.43K ﹤0.01%
262
3436
$3.43K ﹤0.01%
393
+75
3437
$3.4K ﹤0.01%
286
3438
$3.4K ﹤0.01%
192
3439
$3.4K ﹤0.01%
+211
3440
$3.4K ﹤0.01%
530
-89
3441
$3.39K ﹤0.01%
176
3442
$3.39K ﹤0.01%
477
-966
3443
$3.39K ﹤0.01%
239
3444
$3.38K ﹤0.01%
52
-59
3445
$3.38K ﹤0.01%
3,073
-800
3446
$3.37K ﹤0.01%
239
-459
3447
$3.35K ﹤0.01%
+1,597
3448
$3.34K ﹤0.01%
195
+56
3449
$3.34K ﹤0.01%
97
3450
$3.32K ﹤0.01%
112
136 137
138
139 140