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
1326
$385K ﹤0.01%
1,196
+4
1327
$384K ﹤0.01%
1,952
+1
1328
$384K ﹤0.01%
5,729
+505
1329
$384K ﹤0.01%
2,083
+121
1330
$383K ﹤0.01%
+81,700
1331
$383K ﹤0.01%
8,219
+4,430
1332
$382K ﹤0.01%
2,275
-1,668
1333
$382K ﹤0.01%
9,745
+1,038
1334
$382K ﹤0.01%
13,167
+200
1335
$382K ﹤0.01%
7,170
1336
$381K ﹤0.01%
15,768
+1,254
1337
$379K ﹤0.01%
46,040
1338
$377K ﹤0.01%
20,424
-575
1339
$375K ﹤0.01%
7,728
-10,765
1340
$375K ﹤0.01%
18,861
+2,081
1341
$375K ﹤0.01%
13,194
-178
1342
$374K ﹤0.01%
4,871
+2,700
1343
$374K ﹤0.01%
4,652
+12
1344
$374K ﹤0.01%
17,091
+3,731
1345
$373K ﹤0.01%
14,781
+1,233
1346
$372K ﹤0.01%
10,292
-303
1347
$372K ﹤0.01%
18,450
-817
1348
$372K ﹤0.01%
2,240
1349
$371K ﹤0.01%
7,902
-3,395
1350
$370K ﹤0.01%
5,634
+2
52 53
54
55 56