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
526
$3.06M 0.03%
25,098
+3,306
527
$3.04M 0.03%
29,130
-5,780
528
$3.03M 0.03%
65,923
-100,115
529
$3.02M 0.03%
113,418
+5,315
530
$3M 0.03%
17,527
+4,599
531
$2.99M 0.03%
61,312
+1,021
532
$2.98M 0.03%
+276,376
533
$2.97M 0.03%
12,271
-1,226
534
$2.96M 0.03%
5,099
+125
535
$2.96M 0.03%
22,989
-73
536
$2.95M 0.03%
71,803
-188,809
537
$2.95M 0.03%
20,014
+275
538
$2.95M 0.03%
121,775
+3,694
539
$2.93M 0.03%
16,690
+1,016
540
$2.9M 0.03%
109,563
-263,333
541
$2.89M 0.03%
56,373
+7,914
542
$2.86M 0.03%
23,777
-1,803
543
$2.86M 0.03%
171,752
+11,798
544
$2.85M 0.03%
9,890
+2,222
545
$2.85M 0.03%
5,850
+757
546
$2.84M 0.03%
178,317
+2,590
547
$2.83M 0.03%
35,889
-4,945
548
$2.83M 0.03%
60,585
+1,828
549
$2.83M 0.03%
72,168
+35,338
550
$2.83M 0.03%
8,587
-4,345
20 21
22
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