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
226
$10.1M 0.09%
52,966
-2,831
227
$10M 0.09%
7,230
-607
228
$9.9M 0.09%
26,599
+3,883
229
$9.78M 0.09%
242,808
+114,309
230
$9.76M 0.09%
424,570
+4,818
231
$9.73M 0.09%
15,843
+365
232
$9.7M 0.09%
153,065
+41,795
233
$9.7M 0.09%
87,216
-76
234
$9.68M 0.09%
2,540
+201
235
$9.63M 0.09%
87,834
+437
236
$9.63M 0.09%
116,971
+9,646
237
$9.6M 0.08%
56,313
+6,511
238
$9.57M 0.08%
134,809
+14,026
239
$9.56M 0.08%
39,184
+749
240
$9.51M 0.08%
+501,358
241
$9.36M 0.08%
14,123
+4,895
242
$9.35M 0.08%
215,269
+9,046
243
$9.33M 0.08%
187,947
+15,325
244
$9.26M 0.08%
29,534
+23,742
245
$9.25M 0.08%
29,956
+3,747
246
$9.25M 0.08%
176,040
+10,471
247
$9.22M 0.08%
17,533
+1,934
248
$9.16M 0.08%
66,906
+1,085
249
$9.16M 0.08%
311,591
+49,974
250
$9.11M 0.08%
397,114
-5,094
8 9
10
11 12