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
776
$1.46M 0.01%
46,503
-39,376
777
$1.45M 0.01%
52,530
+3,111
778
$1.45M 0.01%
31,362
-77
779
$1.44M 0.01%
28,746
+3,993
780
$1.44M 0.01%
30,545
+3,600
781
$1.43M 0.01%
80,737
+2,240
782
$1.43M 0.01%
4,147
+946
783
$1.43M 0.01%
72,214
+8,475
784
$1.41M 0.01%
26,510
+1,521
785
$1.4M 0.01%
44,641
+2,897
786
$1.4M 0.01%
45,081
+17,265
787
$1.39M 0.01%
10,954
+748
788
$1.38M 0.01%
5,929
-645
789
$1.38M 0.01%
24,625
+11,100
790
$1.38M 0.01%
24,116
-4,356
791
$1.38M 0.01%
46,750
-1,700
792
$1.38M 0.01%
250,390
+26,970
793
$1.38M 0.01%
54,265
-6,027
794
$1.37M 0.01%
41,412
+24,153
795
$1.36M 0.01%
19,228
+2,450
796
$1.36M 0.01%
47,000
-3,583
797
$1.36M 0.01%
14,058
+1,600
798
$1.36M 0.01%
26,479
+442
799
$1.35M 0.01%
50,948
+150
800
$1.35M 0.01%
45,940
-3,463
30 31
32
33 34