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
2101
$85.1K ﹤0.01%
3,382
2102
$84.6K ﹤0.01%
1,476
2103
$84.4K ﹤0.01%
1,001
-406
2104
$84.3K ﹤0.01%
2,858
+3
2105
$84.1K ﹤0.01%
2,989
-28,849
2106
$84K ﹤0.01%
+2,215
2107
$83.9K ﹤0.01%
1,421
+59
2108
$83.9K ﹤0.01%
643
-180
2109
$83.8K ﹤0.01%
4,084
2110
$83.7K ﹤0.01%
2,126
2111
$83.5K ﹤0.01%
3,787
+3,648
2112
$83.5K ﹤0.01%
15,434
+599
2113
$83.4K ﹤0.01%
1,630
+12
2114
$83.3K ﹤0.01%
2,101
-818
2115
$83K ﹤0.01%
1,010
2116
$82.9K ﹤0.01%
2,168
2117
$82.6K ﹤0.01%
898
-623
2118
$82.5K ﹤0.01%
4,071
2119
$82.4K ﹤0.01%
1,785
-743
2120
$82.3K ﹤0.01%
2,400
2121
$82.3K ﹤0.01%
2,642
2122
$82.1K ﹤0.01%
3,500
2123
$82.1K ﹤0.01%
55,100
-25,575
2124
$82.1K ﹤0.01%
+1,605
2125
$81.9K ﹤0.01%
3,358
-1,000
83 84
85
86 87