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
301
$7.52M 0.07%
265,415
+41,767
302
$7.49M 0.07%
126,019
+14,816
303
$7.39M 0.07%
397,626
+23,252
304
$7.28M 0.06%
29,393
+20
305
$7.25M 0.06%
147,440
+2,850
306
$7.24M 0.06%
233,483
+32,095
307
$7.22M 0.06%
31,865
+1,940
308
$7.21M 0.06%
285,890
-27,318
309
$7.19M 0.06%
298,629
-29,736
310
$7.17M 0.06%
28,906
+417
311
$7.16M 0.06%
296,651
-135
312
$7.13M 0.06%
74,732
-1,237
313
$7.12M 0.06%
219,871
+210,781
314
$7.06M 0.06%
72,440
-1,971
315
$7.01M 0.06%
324,102
-4,857
316
$6.97M 0.06%
91,023
-7,523
317
$6.93M 0.06%
159,568
-159,394
318
$6.91M 0.06%
279,301
-114,029
319
$6.9M 0.06%
223,971
-5,689
320
$6.88M 0.06%
48,387
+13,042
321
$6.87M 0.06%
31,582
+23
322
$6.85M 0.06%
97,265
-5,692
323
$6.75M 0.06%
29,485
+1,343
324
$6.72M 0.06%
301,898
+7,471
325
$6.71M 0.06%
105,765
+10,982
11 12
13
14 15