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
1076
$680K 0.01%
126,313
+64,342
1077
$677K 0.01%
8,826
-2,012
1078
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366
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$675K 0.01%
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+98
1080
$674K 0.01%
5,601
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1081
$674K 0.01%
15,551
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$671K 0.01%
9,718
+2,130
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$670K 0.01%
34,700
+375
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10,923
-17
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11,379
-1,104
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$668K 0.01%
36,549
-7,023
1087
$667K 0.01%
3,680
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1088
$666K 0.01%
10,776
1089
$666K 0.01%
14,030
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5,275
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$665K 0.01%
7,393
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$665K 0.01%
30,054
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19,114
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$661K 0.01%
8,523
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$661K 0.01%
17,678
+15,721
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$661K 0.01%
32,959
-3,530
1097
$660K 0.01%
4,407
-106
1098
$658K 0.01%
+15,150
1099
$657K 0.01%
56,504
-79,811
1100
$656K 0.01%
1,946
+45
42 43
44
45 46