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
3501
$2.83K ﹤0.01%
186
-152
3502
$2.82K ﹤0.01%
+150
3503
$2.79K ﹤0.01%
41
-2
3504
$2.78K ﹤0.01%
+130
3505
$2.78K ﹤0.01%
50
3506
$2.77K ﹤0.01%
144
3507
$2.77K ﹤0.01%
231
3508
$2.75K ﹤0.01%
60
+17
3509
$2.75K ﹤0.01%
123
3510
$2.74K ﹤0.01%
2,000
3511
$2.73K ﹤0.01%
+350
3512
$2.69K ﹤0.01%
76
3513
$2.69K ﹤0.01%
+400
3514
$2.68K ﹤0.01%
516
3515
$2.68K ﹤0.01%
55
-50
3516
$2.68K ﹤0.01%
36
3517
$2.65K ﹤0.01%
2,100
-3,000
3518
$2.64K ﹤0.01%
121
3519
$2.63K ﹤0.01%
41
-10
3520
$2.62K ﹤0.01%
200
-1,635
3521
$2.62K ﹤0.01%
125
-658
3522
$2.61K ﹤0.01%
100
3523
$2.6K ﹤0.01%
165
+3
3524
$2.6K ﹤0.01%
17
3525
$2.6K ﹤0.01%
31
139 140
141
142 143