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
426
$4.5M 0.04%
96,419
+95,343
427
$4.48M 0.04%
51,583
+33,275
428
$4.48M 0.04%
38,630
+10,407
429
$4.48M 0.04%
4,534
+174
430
$4.46M 0.04%
96,700
+6,895
431
$4.45M 0.04%
17,007
+778
432
$4.45M 0.04%
225,116
+14,922
433
$4.44M 0.04%
7,085
+496
434
$4.44M 0.04%
54,796
-6,194
435
$4.42M 0.04%
59,157
+1,725
436
$4.41M 0.04%
300,748
+24,745
437
$4.38M 0.04%
35,016
+23,469
438
$4.36M 0.04%
53,063
+7,243
439
$4.33M 0.04%
55,839
+5,895
440
$4.32M 0.04%
104,372
-796
441
$4.29M 0.04%
315,074
+298,672
442
$4.27M 0.04%
93,262
-169
443
$4.25M 0.04%
91,152
+1,370
444
$4.23M 0.04%
76,127
+74,671
445
$4.22M 0.04%
20,600
-13,106
446
$4.22M 0.04%
6,209
+11
447
$4.21M 0.04%
176,503
-28,087
448
$4.2M 0.04%
102,030
+9,649
449
$4.18M 0.04%
2,237
+1,038
450
$4.17M 0.04%
18,789
+440
16 17
18
19 20