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
2201
$69.9K ﹤0.01%
379
-22
2202
$69.6K ﹤0.01%
2,491
2203
$69.3K ﹤0.01%
1,519
-365
2204
$69.2K ﹤0.01%
2,278
+4
2205
$69K ﹤0.01%
14,121
-241
2206
$68.7K ﹤0.01%
4,210
-550
2207
$68.5K ﹤0.01%
+9,500
2208
$68.2K ﹤0.01%
678
2209
$68.1K ﹤0.01%
1,333
-138
2210
$68K ﹤0.01%
3,400
+200
2211
$67.9K ﹤0.01%
2,604
-194
2212
$67.8K ﹤0.01%
3,463
-62
2213
$67.8K ﹤0.01%
4,625
2214
$67.7K ﹤0.01%
657
+86
2215
$67.6K ﹤0.01%
3,668
-1,631
2216
$67.5K ﹤0.01%
700
2217
$67.4K ﹤0.01%
3,041
-58
2218
$67.4K ﹤0.01%
1,423
-157
2219
$67.2K ﹤0.01%
1,300
2220
$67.2K ﹤0.01%
1,092
-240
2221
$66.8K ﹤0.01%
+1,739
2222
$66.7K ﹤0.01%
1,338
2223
$66.5K ﹤0.01%
4,680
+73
2224
$66.5K ﹤0.01%
38,660
-6,705
2225
$66.5K ﹤0.01%
1,171
+871
87 88
89
90 91