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
2226
$66.4K ﹤0.01%
117
-40
2227
$66.2K ﹤0.01%
1,815
2228
$66.1K ﹤0.01%
2,662
2229
$66.1K ﹤0.01%
2,856
-1,404
2230
$65.9K ﹤0.01%
6,715
+144
2231
$65.9K ﹤0.01%
17,260
-8,165
2232
$65.8K ﹤0.01%
576
+46
2233
$65.5K ﹤0.01%
+1,265
2234
$65.3K ﹤0.01%
6,343
+2,100
2235
$65.2K ﹤0.01%
1,284
+16
2236
$65.2K ﹤0.01%
2,601
+19
2237
$64.9K ﹤0.01%
2,321
-843
2238
$64.9K ﹤0.01%
1,470
2239
$64.7K ﹤0.01%
10,754
+600
2240
$64.4K ﹤0.01%
958
+163
2241
$64.2K ﹤0.01%
2,187
+687
2242
$64.1K ﹤0.01%
8,216
+7,865
2243
$63.9K ﹤0.01%
784
+170
2244
$63.7K ﹤0.01%
1,759
+5
2245
$63.6K ﹤0.01%
4,693
+4,543
2246
$63.5K ﹤0.01%
355
-431
2247
$63.5K ﹤0.01%
12,627
2248
$63.5K ﹤0.01%
2,924
+1,445
2249
$63.4K ﹤0.01%
1,465
+41
2250
$63.2K ﹤0.01%
2,416
88 89
90
91 92