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
901
$1.04M 0.01%
6,718
+393
902
$1.04M 0.01%
31,877
+1,423
903
$1.04M 0.01%
38,764
-5,023
904
$1.03M 0.01%
22,103
-16
905
$1.03M 0.01%
20,286
+3,500
906
$1.03M 0.01%
25,048
+3,457
907
$1.03M 0.01%
19,059
-373
908
$1.03M 0.01%
34,529
+12,794
909
$1.03M 0.01%
77,074
+5,777
910
$1.02M 0.01%
25,359
+3,657
911
$1.02M 0.01%
48,303
+1,542
912
$1.02M 0.01%
27,132
+4,090
913
$1.01M 0.01%
7,068
+7,059
914
$1.01M 0.01%
31,114
-233
915
$1.01M 0.01%
20,434
+1,250
916
$1.01M 0.01%
87,526
+64,797
917
$1.01M 0.01%
71,261
+1,341
918
$1.01M 0.01%
1,830
-242
919
$1.01M 0.01%
957,594
+954,594
920
$1M 0.01%
84,009
+1,151
921
$1M 0.01%
8,983
+2,843
922
$1,000K 0.01%
74,493
+5,125
923
$999K 0.01%
8,784
-317
924
$997K 0.01%
5,743
-118
925
$994K 0.01%
11,428
+267
35 36
37
38 39