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
626
$2.29M 0.02%
17,548
-780
627
$2.29M 0.02%
19,686
-452
628
$2.28M 0.02%
93,149
+10,664
629
$2.27M 0.02%
36,123
+3,546
630
$2.27M 0.02%
50,491
+9,437
631
$2.24M 0.02%
116,514
+22,392
632
$2.23M 0.02%
29,723
-651
633
$2.22M 0.02%
43,982
+5,171
634
$2.22M 0.02%
24,025
-216
635
$2.2M 0.02%
64,173
-23,797
636
$2.2M 0.02%
205,467
+199,813
637
$2.19M 0.02%
21,244
-811
638
$2.19M 0.02%
32,456
+65
639
$2.19M 0.02%
83,722
+77,543
640
$2.19M 0.02%
64,241
+59,695
641
$2.19M 0.02%
9,377
+228
642
$2.19M 0.02%
254,094
-1,851
643
$2.18M 0.02%
7,710
-1,197
644
$2.17M 0.02%
+38,388
645
$2.14M 0.02%
6,984
+51
646
$2.13M 0.02%
52,401
-2,015
647
$2.13M 0.02%
34,179
+46
648
$2.12M 0.02%
37,620
-27
649
$2.1M 0.02%
58,686
+54,318
650
$2.08M 0.02%
60,031
+1,175
24 25
26
27 28