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
2326
$54.8K ﹤0.01%
679
-361
2327
$54.8K ﹤0.01%
1,897
2328
$54.6K ﹤0.01%
2,750
+488
2329
$54.5K ﹤0.01%
709
+1
2330
$54.5K ﹤0.01%
1,906
2331
$54.2K ﹤0.01%
1,341
-22
2332
$54.2K ﹤0.01%
1,835
-935
2333
$54K ﹤0.01%
6,024
+5,238
2334
$53.9K ﹤0.01%
+6,452
2335
$53.7K ﹤0.01%
584
-71
2336
$53.7K ﹤0.01%
703
2337
$53.6K ﹤0.01%
3,228
+212
2338
$53.2K ﹤0.01%
1,229
2339
$53.2K ﹤0.01%
2,651
-12
2340
$52.9K ﹤0.01%
1,096
+596
2341
$52.8K ﹤0.01%
411
+147
2342
$52.8K ﹤0.01%
2,250
2343
$52.7K ﹤0.01%
+1,000
2344
$52.7K ﹤0.01%
1,482
2345
$52.7K ﹤0.01%
6,392
2346
$52.7K ﹤0.01%
11,940
2347
$52.5K ﹤0.01%
1,099
+486
2348
$52.5K ﹤0.01%
460
2349
$52.3K ﹤0.01%
1,070
2350
$52.2K ﹤0.01%
5,220
+167
92 93
94
95 96