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
1001
$810K 0.01%
30,199
+15,096
1002
$809K 0.01%
9,200
+680
1003
$809K 0.01%
57,787
-1,318
1004
$804K 0.01%
1,711
-257
1005
$803K 0.01%
19,635
1006
$800K 0.01%
85,762
+5,865
1007
$800K 0.01%
73,842
-893
1008
$797K 0.01%
5,455
+324
1009
$789K 0.01%
20,710
+20,700
1010
$785K 0.01%
21,570
+6,206
1011
$784K 0.01%
111,192
+1,084
1012
$781K 0.01%
23,566
+653
1013
$777K 0.01%
41,039
+5,082
1014
$776K 0.01%
69,446
+883
1015
$774K 0.01%
6,540
+1,082
1016
$774K 0.01%
20,486
-505
1017
$766K 0.01%
9,406
-104
1018
$765K 0.01%
25,241
1019
$764K 0.01%
9,992
-102
1020
$764K 0.01%
8,647
-6,456
1021
$761K 0.01%
10,846
+1,013
1022
$760K 0.01%
27,449
-832
1023
$759K 0.01%
+38,480
1024
$758K 0.01%
12,795
-136
1025
$758K 0.01%
22,831
-167
39 40
41
42 43