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
1451
$299K ﹤0.01%
1,801
+1
1452
$298K ﹤0.01%
16,379
+7,730
1453
$296K ﹤0.01%
6,689
+1,275
1454
$296K ﹤0.01%
2,702
+795
1455
$295K ﹤0.01%
6,403
+1
1456
$294K ﹤0.01%
27,445
+1,700
1457
$293K ﹤0.01%
870
1458
$293K ﹤0.01%
8,407
+21
1459
$293K ﹤0.01%
6,142
-500
1460
$292K ﹤0.01%
7,186
+1,697
1461
$291K ﹤0.01%
+5,799
1462
$291K ﹤0.01%
18,243
+3,212
1463
$290K ﹤0.01%
2,193
-477
1464
$290K ﹤0.01%
5,925
+41
1465
$289K ﹤0.01%
2,503
+39
1466
$288K ﹤0.01%
2,231
+40
1467
$288K ﹤0.01%
10,750
-1,138
1468
$288K ﹤0.01%
+7,655
1469
$287K ﹤0.01%
4,647
-20,751
1470
$287K ﹤0.01%
1,062
+122
1471
$287K ﹤0.01%
13,112
+3,965
1472
$286K ﹤0.01%
6,515
-367
1473
$285K ﹤0.01%
1,784
+73
1474
$284K ﹤0.01%
5,240
+158
1475
$282K ﹤0.01%
24,248
-823
57 58
59
60 61