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
3551
$2.32K ﹤0.01%
21
3552
$2.32K ﹤0.01%
43
3553
$2.3K ﹤0.01%
123
3554
$2.3K ﹤0.01%
253
3555
$2.28K ﹤0.01%
32
3556
$2.28K ﹤0.01%
105
+39
3557
$2.27K ﹤0.01%
790
3558
$2.26K ﹤0.01%
51
3559
$2.25K ﹤0.01%
13
3560
$2.24K ﹤0.01%
200
3561
$2.22K ﹤0.01%
24
3562
$2.2K ﹤0.01%
1,000
3563
$2.2K ﹤0.01%
1,000
3564
$2.17K ﹤0.01%
+26
3565
$2.17K ﹤0.01%
27
3566
$2.13K ﹤0.01%
25
3567
$2.12K ﹤0.01%
165
-696
3568
$2.12K ﹤0.01%
+83
3569
$2.1K ﹤0.01%
46
3570
$2.1K ﹤0.01%
70
-40
3571
$2.09K ﹤0.01%
20
3572
$2.08K ﹤0.01%
213
-212
3573
$2.08K ﹤0.01%
820
3574
$2.08K ﹤0.01%
106
3575
$2.07K ﹤0.01%
16
141 142
143
144 145