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
1626
$210K ﹤0.01%
3,407
-120
1627
$209K ﹤0.01%
9,459
+86
1628
$209K ﹤0.01%
36,171
+109
1629
$209K ﹤0.01%
+5,949
1630
$207K ﹤0.01%
3,736
-245
1631
$207K ﹤0.01%
16,902
+2,702
1632
$207K ﹤0.01%
7,766
1633
$207K ﹤0.01%
2,693
+383
1634
$206K ﹤0.01%
1,831
-78
1635
$205K ﹤0.01%
3,300
+3,000
1636
$205K ﹤0.01%
4,565
-8,593
1637
$205K ﹤0.01%
5,673
+489
1638
$204K ﹤0.01%
3,524
+1,255
1639
$204K ﹤0.01%
4,988
+4,849
1640
$203K ﹤0.01%
8,358
+584
1641
$203K ﹤0.01%
2,297
-924
1642
$202K ﹤0.01%
2,693
-2,923
1643
$201K ﹤0.01%
3,414
-1,655
1644
$201K ﹤0.01%
471
+7
1645
$201K ﹤0.01%
2,579
-1,800
1646
$201K ﹤0.01%
3,773
-12,478
1647
$201K ﹤0.01%
4,042
-694
1648
$199K ﹤0.01%
166
+16
1649
$198K ﹤0.01%
2,165
-87
1650
$198K ﹤0.01%
20,615
-15,831
64 65
66
67 68