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
3601
$1.81K ﹤0.01%
136
-9,236
3602
$1.81K ﹤0.01%
60
3603
$1.81K ﹤0.01%
1,546
-1,118
3604
$1.8K ﹤0.01%
85
3605
$1.8K ﹤0.01%
32
-76
3606
$1.79K ﹤0.01%
30
-169
3607
$1.78K ﹤0.01%
100
-349
3608
$1.76K ﹤0.01%
1,000
3609
$1.75K ﹤0.01%
+20
3610
$1.75K ﹤0.01%
25
3611
$1.73K ﹤0.01%
46
3612
$1.72K ﹤0.01%
76
-9
3613
$1.72K ﹤0.01%
68
3614
$1.71K ﹤0.01%
93
3615
$1.71K ﹤0.01%
250
-12,950
3616
$1.69K ﹤0.01%
809
3617
$1.68K ﹤0.01%
11
3618
$1.67K ﹤0.01%
200
-9
3619
$1.66K ﹤0.01%
53
-38
3620
$1.64K ﹤0.01%
100
3621
$1.64K ﹤0.01%
64
3622
$1.62K ﹤0.01%
204
3623
$1.61K ﹤0.01%
+500
3624
$1.6K ﹤0.01%
+128
3625
$1.6K ﹤0.01%
287
-300
143 144
145
146 147