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
1826
$140K ﹤0.01%
2,496
-17
1827
$140K ﹤0.01%
12,224
-35
1828
$139K ﹤0.01%
3,062
-1,106
1829
$139K ﹤0.01%
9,280
+114
1830
$138K ﹤0.01%
144
1831
$138K ﹤0.01%
566
1832
$138K ﹤0.01%
2,734
-17
1833
$137K ﹤0.01%
17,344
+11,908
1834
$137K ﹤0.01%
4,439
+2,968
1835
$137K ﹤0.01%
3,105
-598
1836
$137K ﹤0.01%
12,582
-24,850
1837
$137K ﹤0.01%
6,024
-9,355
1838
$137K ﹤0.01%
4,681
-90
1839
$137K ﹤0.01%
2,607
-57
1840
$136K ﹤0.01%
471
-180
1841
$136K ﹤0.01%
+5,385
1842
$136K ﹤0.01%
35,961
-233
1843
$135K ﹤0.01%
2,628
-338
1844
$135K ﹤0.01%
3,564
+71
1845
$134K ﹤0.01%
560
-28
1846
$133K ﹤0.01%
5,000
1847
$133K ﹤0.01%
4,329
-397
1848
$132K ﹤0.01%
392
+194
1849
$132K ﹤0.01%
1,317
+2
1850
$132K ﹤0.01%
1,467
-493
72 73
74
75 76