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
1551
$245K ﹤0.01%
24,748
1552
$245K ﹤0.01%
2,648
-37
1553
$245K ﹤0.01%
11,221
-4,361
1554
$245K ﹤0.01%
27,511
+62
1555
$244K ﹤0.01%
765
-207
1556
$243K ﹤0.01%
4,165
-1,127
1557
$242K ﹤0.01%
9,375
-940
1558
$242K ﹤0.01%
4,107
1559
$242K ﹤0.01%
953
-25
1560
$241K ﹤0.01%
2,759
+456
1561
$241K ﹤0.01%
6,213
+3,128
1562
$241K ﹤0.01%
1,355
+15
1563
$240K ﹤0.01%
11,113
+1,788
1564
$239K ﹤0.01%
1,655
-289
1565
$239K ﹤0.01%
1,845
-25
1566
$239K ﹤0.01%
8,537
+8,350
1567
$239K ﹤0.01%
7,662
+3,231
1568
$233K ﹤0.01%
1,958
-2,769
1569
$233K ﹤0.01%
9,273
+3,838
1570
$233K ﹤0.01%
2,174
+276
1571
$233K ﹤0.01%
27,929
+1,229
1572
$232K ﹤0.01%
5,484
1573
$232K ﹤0.01%
813
-231
1574
$232K ﹤0.01%
3,633
+179
1575
$231K ﹤0.01%
2,054
+60
61 62
63
64 65