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
1201
$521K ﹤0.01%
9,528
-764
1202
$519K ﹤0.01%
39,683
-4,480
1203
$518K ﹤0.01%
18,971
+1,883
1204
$518K ﹤0.01%
6,270
+1,567
1205
$517K ﹤0.01%
26,291
-1,854
1206
$517K ﹤0.01%
20,450
+3,318
1207
$516K ﹤0.01%
2,033
-155
1208
$515K ﹤0.01%
16,524
-424
1209
$514K ﹤0.01%
7,860
-386
1210
$507K ﹤0.01%
3,414
-813
1211
$506K ﹤0.01%
23,557
-235
1212
$504K ﹤0.01%
21,860
-1,359
1213
$504K ﹤0.01%
5,272
+654
1214
$502K ﹤0.01%
10,447
+596
1215
$501K ﹤0.01%
29,656
+1,146
1216
$497K ﹤0.01%
15,317
+4,469
1217
$497K ﹤0.01%
12,600
+300
1218
$496K ﹤0.01%
17,690
+1
1219
$496K ﹤0.01%
6,888
+2,237
1220
$494K ﹤0.01%
12,215
+2,472
1221
$494K ﹤0.01%
20,147
-1,749
1222
$493K ﹤0.01%
4,976
1223
$492K ﹤0.01%
19,045
+541
1224
$492K ﹤0.01%
14,195
+14,107
1225
$491K ﹤0.01%
8,684
-130
47 48
49
50 51