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
1301
$411K ﹤0.01%
17,836
1302
$410K ﹤0.01%
25,222
+2,864
1303
$408K ﹤0.01%
16,678
+3,148
1304
$407K ﹤0.01%
16,826
+2,275
1305
$404K ﹤0.01%
101,609
+7,962
1306
$404K ﹤0.01%
12,189
-290
1307
$404K ﹤0.01%
6,249
+1,337
1308
$403K ﹤0.01%
5,314
-1,096
1309
$402K ﹤0.01%
10,471
1310
$402K ﹤0.01%
2,488
+1,077
1311
$401K ﹤0.01%
6,285
+1,261
1312
$400K ﹤0.01%
1,801
-263
1313
$400K ﹤0.01%
1,494
+1,354
1314
$399K ﹤0.01%
3,433
-582
1315
$399K ﹤0.01%
13,527
+517
1316
$398K ﹤0.01%
7,914
-1,775
1317
$397K ﹤0.01%
7,739
1318
$396K ﹤0.01%
8,415
+125
1319
$395K ﹤0.01%
13,253
+8,137
1320
$394K ﹤0.01%
3,500
-43
1321
$392K ﹤0.01%
15,443
+451
1322
$391K ﹤0.01%
7,517
+1,337
1323
$388K ﹤0.01%
15,574
1324
$386K ﹤0.01%
14,301
+240
1325
$386K ﹤0.01%
1,957
+111
51 52
53
54 55