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
2301
$57.4K ﹤0.01%
753
+340
2302
$57.3K ﹤0.01%
1,481
2303
$57.2K ﹤0.01%
800
2304
$57.1K ﹤0.01%
+1,702
2305
$57K ﹤0.01%
601
-18
2306
$56.7K ﹤0.01%
2,800
2307
$56.7K ﹤0.01%
1,300
2308
$56.6K ﹤0.01%
2,682
+1
2309
$56.6K ﹤0.01%
5,700
2310
$56.5K ﹤0.01%
1,287
+105
2311
$56.1K ﹤0.01%
1,021
+617
2312
$56K ﹤0.01%
987
-1,501
2313
$56K ﹤0.01%
1,570
2314
$55.8K ﹤0.01%
1,489
+409
2315
$55.8K ﹤0.01%
775
+575
2316
$55.7K ﹤0.01%
525
-51
2317
$55.6K ﹤0.01%
2,310
2318
$55.6K ﹤0.01%
+2,000
2319
$55.4K ﹤0.01%
2,307
2320
$55.4K ﹤0.01%
2,525
+13
2321
$55.3K ﹤0.01%
7,105
+2,626
2322
$55.2K ﹤0.01%
25,671
2323
$55.2K ﹤0.01%
3,505
+14
2324
$55.1K ﹤0.01%
+1,178
2325
$54.9K ﹤0.01%
1,550
91 92
93
94 95