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
1376
$347K ﹤0.01%
7,455
+4,900
1377
$347K ﹤0.01%
2,691
-1,470
1378
$344K ﹤0.01%
6,563
+797
1379
$343K ﹤0.01%
11,512
+654
1380
$342K ﹤0.01%
4,419
+20
1381
$340K ﹤0.01%
11,377
-350
1382
$340K ﹤0.01%
4,775
-743
1383
$338K ﹤0.01%
24,434
-4,957
1384
$338K ﹤0.01%
2,097
+1,837
1385
$337K ﹤0.01%
15,081
+3,017
1386
$337K ﹤0.01%
31,055
1387
$336K ﹤0.01%
3,569
-535
1388
$335K ﹤0.01%
15,095
-500
1389
$335K ﹤0.01%
+15,283
1390
$334K ﹤0.01%
10,485
-1,000
1391
$333K ﹤0.01%
1,369
-216
1392
$332K ﹤0.01%
9,852
-12
1393
$331K ﹤0.01%
4,123
-315
1394
$330K ﹤0.01%
7,928
+1,974
1395
$330K ﹤0.01%
10,174
-2,240
1396
$330K ﹤0.01%
2,957
1397
$330K ﹤0.01%
4,310
-131
1398
$329K ﹤0.01%
2,444
-6
1399
$329K ﹤0.01%
8,750
1400
$328K ﹤0.01%
1,065
+390
54 55
56
57 58