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
2251
$63.2K ﹤0.01%
+2,434
2252
$63.2K ﹤0.01%
630
+34
2253
$62.9K ﹤0.01%
+10,000
2254
$62.9K ﹤0.01%
753
-292
2255
$62.7K ﹤0.01%
636
+39
2256
$62.2K ﹤0.01%
971
-5,023
2257
$62K ﹤0.01%
2,231
2258
$62K ﹤0.01%
950
2259
$61.9K ﹤0.01%
1,710
2260
$61.6K ﹤0.01%
3,270
2261
$61.6K ﹤0.01%
735
2262
$61.5K ﹤0.01%
4,534
-15,774
2263
$61.4K ﹤0.01%
1,058
-187
2264
$61.4K ﹤0.01%
2,300
2265
$61.3K ﹤0.01%
1,935
-96
2266
$60.9K ﹤0.01%
767
+57
2267
$60.8K ﹤0.01%
4,464
-592
2268
$60.8K ﹤0.01%
2,375
2269
$60.8K ﹤0.01%
1,450
2270
$60.7K ﹤0.01%
289
-476
2271
$60.7K ﹤0.01%
274
-164
2272
$60.7K ﹤0.01%
945
+4
2273
$60.5K ﹤0.01%
1,250
2274
$60.4K ﹤0.01%
+99,900
2275
$60.3K ﹤0.01%
5,851
+44
89 90
91
92 93