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
1801
$146K ﹤0.01%
1,732
+85
1802
$146K ﹤0.01%
1,999
+1,820
1803
$146K ﹤0.01%
3,949
1804
$146K ﹤0.01%
5,384
-1,950
1805
$146K ﹤0.01%
876
-1
1806
$146K ﹤0.01%
4,004
-840
1807
$146K ﹤0.01%
1,542
+366
1808
$144K ﹤0.01%
2,827
1809
$144K ﹤0.01%
644
+43
1810
$144K ﹤0.01%
6,368
+1,328
1811
$144K ﹤0.01%
12,366
+5,231
1812
$143K ﹤0.01%
3,192
+823
1813
$142K ﹤0.01%
5,863
+347
1814
$142K ﹤0.01%
35,000
1815
$142K ﹤0.01%
11,982
-7,014
1816
$142K ﹤0.01%
11,946
+2,924
1817
$142K ﹤0.01%
2,842
-267
1818
$141K ﹤0.01%
9,819
-971
1819
$141K ﹤0.01%
2,715
+60
1820
$141K ﹤0.01%
1,636
+809
1821
$141K ﹤0.01%
8,538
-5,902
1822
$141K ﹤0.01%
6,915
-1,088
1823
$141K ﹤0.01%
23,334
+1,297
1824
$140K ﹤0.01%
4,819
+244
1825
$140K ﹤0.01%
2,086
+76
71 72
73
74 75