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
976
$869K 0.01%
12,767
-225,991
977
$868K 0.01%
58,230
+11,524
978
$860K 0.01%
4,077
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979
$859K 0.01%
21,758
+10,380
980
$855K 0.01%
6,693
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981
$855K 0.01%
8,559
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982
$855K 0.01%
1,524
+47
983
$853K 0.01%
2,590
-3,168
984
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107,153
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985
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5,408
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986
$852K 0.01%
39,881
987
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2,301
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988
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10,819
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989
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15,893
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990
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40,538
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991
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992
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993
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18,663
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994
$823K 0.01%
8,865
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995
$822K 0.01%
14,090
+4,346
996
$820K 0.01%
16,832
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997
$816K 0.01%
30,713
+1,191
998
$815K 0.01%
8,821
+76
999
$813K 0.01%
10,732
+2,147
1000
$812K 0.01%
18,410
+3,775
38 39
40
41 42