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
3451
$3.3K ﹤0.01%
597
3452
$3.3K ﹤0.01%
+75
3453
$3.28K ﹤0.01%
81
-248
3454
$3.25K ﹤0.01%
100
3455
$3.23K ﹤0.01%
500
3456
$3.22K ﹤0.01%
428
+18
3457
$3.22K ﹤0.01%
2,000
3458
$3.22K ﹤0.01%
87
3459
$3.21K ﹤0.01%
158
+7
3460
$3.21K ﹤0.01%
+1,000
3461
$3.21K ﹤0.01%
+2,788
3462
$3.2K ﹤0.01%
1,800
3463
$3.19K ﹤0.01%
24
-53
3464
$3.19K ﹤0.01%
2,055
-80
3465
$3.18K ﹤0.01%
91
3466
$3.17K ﹤0.01%
40
3467
$3.17K ﹤0.01%
225
+47
3468
$3.17K ﹤0.01%
28
3469
$3.15K ﹤0.01%
1,100
+100
3470
$3.14K ﹤0.01%
115
3471
$3.1K ﹤0.01%
277
3472
$3.1K ﹤0.01%
400
3473
$3.1K ﹤0.01%
100
3474
$3.1K ﹤0.01%
118
3475
$3.1K ﹤0.01%
638
-8
137 138
139
140 141