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
376
$5.36M 0.05%
57,204
-15,623
377
$5.36M 0.05%
51,313
-3,792
378
$5.33M 0.05%
104,651
+103,702
379
$5.33M 0.05%
107,457
+1,256
380
$5.31M 0.05%
68,100
+6,874
381
$5.3M 0.05%
185,608
+4,492
382
$5.3M 0.05%
60,819
+3,526
383
$5.3M 0.05%
185,356
+6,335
384
$5.29M 0.05%
99,295
+94,358
385
$5.28M 0.05%
22,170
-2,061
386
$5.26M 0.05%
45,497
+6,955
387
$5.25M 0.05%
54,591
-2,047
388
$5.23M 0.05%
253,257
+5,124
389
$5.16M 0.05%
62,228
+4,602
390
$5.15M 0.05%
74,234
-54,746
391
$5.12M 0.05%
105,973
-11,118
392
$5.09M 0.05%
104,978
+6,134
393
$5.08M 0.04%
21,090
+3,844
394
$5.05M 0.04%
50,102
-497
395
$5.03M 0.04%
44,069
+423
396
$5.02M 0.04%
121,105
+108,675
397
$5.01M 0.04%
115,763
+49,258
398
$4.98M 0.04%
182,774
+3,425
399
$4.98M 0.04%
19,634
+632
400
$4.94M 0.04%
125,613
+8,493
14 15
16
17 18