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
2051
$93.7K ﹤0.01%
1,238
+13
2052
$93.6K ﹤0.01%
424
+61
2053
$92.9K ﹤0.01%
821
+69
2054
$92.9K ﹤0.01%
2,104
2055
$92.5K ﹤0.01%
5,475
2056
$92.5K ﹤0.01%
9,557
+184
2057
$92.4K ﹤0.01%
2,050
-750
2058
$92K ﹤0.01%
+1,854
2059
$92K ﹤0.01%
583
-132
2060
$91.7K ﹤0.01%
1,714
+291
2061
$91.5K ﹤0.01%
2,162
+768
2062
$91.4K ﹤0.01%
1,536
-95
2063
$91.2K ﹤0.01%
29,815
+25,386
2064
$91.1K ﹤0.01%
23,231
-210
2065
$91K ﹤0.01%
3,477
-564
2066
$91K ﹤0.01%
3,009
2067
$91K ﹤0.01%
3,962
-1,669
2068
$90.7K ﹤0.01%
2,716
+2,694
2069
$90.4K ﹤0.01%
1,503
-164
2070
$90.2K ﹤0.01%
1,226
-117
2071
$90.1K ﹤0.01%
5,248
2072
$90K ﹤0.01%
17,439
+6,358
2073
$89.9K ﹤0.01%
2,522
-126,261
2074
$89.8K ﹤0.01%
2,980
+1,673
2075
$89.2K ﹤0.01%
618
-254
81 82
83
84 85