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
1651
$197K ﹤0.01%
6,663
-789
1652
$197K ﹤0.01%
2,869
+219
1653
$197K ﹤0.01%
10,988
-1,993
1654
$197K ﹤0.01%
11,542
1655
$196K ﹤0.01%
10,705
+1,000
1656
$196K ﹤0.01%
5,500
-750
1657
$196K ﹤0.01%
9,001
-4,535
1658
$196K ﹤0.01%
4,639
-282
1659
$196K ﹤0.01%
21,260
-28,500
1660
$195K ﹤0.01%
3,403
+200
1661
$195K ﹤0.01%
6,287
-535
1662
$194K ﹤0.01%
509
+167
1663
$194K ﹤0.01%
2,157
-2,648
1664
$194K ﹤0.01%
5,335
+1,259
1665
$194K ﹤0.01%
7,512
+963
1666
$193K ﹤0.01%
4,941
1667
$193K ﹤0.01%
2,944
+334
1668
$192K ﹤0.01%
707
1669
$192K ﹤0.01%
3,389
+106
1670
$191K ﹤0.01%
99
1671
$191K ﹤0.01%
2,912
+179
1672
$191K ﹤0.01%
3,834
1673
$190K ﹤0.01%
7,522
1674
$190K ﹤0.01%
3,183
+1,264
1675
$190K ﹤0.01%
22,970
+1,970
65 66
67
68 69