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
3651
$1.41K ﹤0.01%
35
-77
3652
$1.39K ﹤0.01%
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3653
$1.38K ﹤0.01%
7
-11
3654
$1.37K ﹤0.01%
149
+2
3655
$1.36K ﹤0.01%
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3656
$1.36K ﹤0.01%
71
3657
$1.36K ﹤0.01%
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-630
3658
$1.35K ﹤0.01%
400
3659
$1.35K ﹤0.01%
110
3660
$1.33K ﹤0.01%
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3661
$1.33K ﹤0.01%
34
-116
3662
$1.33K ﹤0.01%
400
3663
$1.32K ﹤0.01%
59
3664
$1.32K ﹤0.01%
100
-200
3665
$1.31K ﹤0.01%
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3666
$1.31K ﹤0.01%
227
-601
3667
$1.28K ﹤0.01%
+125
3668
$1.27K ﹤0.01%
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3669
$1.26K ﹤0.01%
35
3670
$1.26K ﹤0.01%
72
3671
$1.22K ﹤0.01%
20
3672
$1.21K ﹤0.01%
18
3673
$1.21K ﹤0.01%
450
3674
$1.2K ﹤0.01%
44
-199
3675
$1.2K ﹤0.01%
52
145 146
147
148 149