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
2451
$42.7K ﹤0.01%
4,497
+906
2452
$42.6K ﹤0.01%
806
+372
2453
$42.6K ﹤0.01%
1,260
-500
2454
$42.4K ﹤0.01%
670
+104
2455
$42.2K ﹤0.01%
+865
2456
$42.2K ﹤0.01%
1,712
-238
2457
$42.2K ﹤0.01%
1,942
2458
$42.1K ﹤0.01%
849
+82
2459
$42.1K ﹤0.01%
1,030
2460
$42K ﹤0.01%
987
+912
2461
$42K ﹤0.01%
1,976
+379
2462
$41.8K ﹤0.01%
1,837
2463
$41.7K ﹤0.01%
281
+5
2464
$41.7K ﹤0.01%
7,907
-660
2465
$41.6K ﹤0.01%
536
+9
2466
$41.6K ﹤0.01%
574
-126
2467
$41.5K ﹤0.01%
206
-27
2468
$41.5K ﹤0.01%
549
-3
2469
$41.4K ﹤0.01%
1,550
-500
2470
$41.4K ﹤0.01%
323
2471
$41.4K ﹤0.01%
1,741
-48
2472
$41.3K ﹤0.01%
1,166
+7
2473
$41.1K ﹤0.01%
818
2474
$41K ﹤0.01%
685
2475
$40.8K ﹤0.01%
2,444
-24,062
97 98
99
100 101