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
826
$1.24M 0.01%
11,592
+337
827
$1.23M 0.01%
84,477
+784
828
$1.23M 0.01%
35,911
+32,096
829
$1.23M 0.01%
21,616
+9
830
$1.23M 0.01%
4,308
+2,261
831
$1.22M 0.01%
85,394
-16,403
832
$1.22M 0.01%
22,545
-410
833
$1.21M 0.01%
9,556
+320
834
$1.21M 0.01%
7,339
+286
835
$1.21M 0.01%
46,342
+796
836
$1.21M 0.01%
117,840
-10,919
837
$1.21M 0.01%
57,340
+57,145
838
$1.2M 0.01%
28,301
+383
839
$1.2M 0.01%
12,092
+176
840
$1.2M 0.01%
18,544
+2,149
841
$1.2M 0.01%
17,029
+4,794
842
$1.2M 0.01%
9,236
-37
843
$1.2M 0.01%
35,127
+7,303
844
$1.2M 0.01%
8,066
+751
845
$1.2M 0.01%
72,905
+200
846
$1.19M 0.01%
28,370
-26
847
$1.19M 0.01%
2,487
+459
848
$1.19M 0.01%
29,684
+3,130
849
$1.19M 0.01%
22,939
+811
850
$1.19M 0.01%
3,732
-300
32 33
34
35 36