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
1151
$590K 0.01%
52,470
+5,174
1152
$587K 0.01%
71,164
+300
1153
$587K 0.01%
17,467
+844
1154
$584K 0.01%
47,043
+14,445
1155
$583K 0.01%
7,360
+227
1156
$583K 0.01%
+169,877
1157
$581K 0.01%
3,616
+498
1158
$580K 0.01%
10,862
+4,125
1159
$578K 0.01%
9,813
+37
1160
$576K 0.01%
9,042
+1,694
1161
$575K 0.01%
15,912
+3,450
1162
$573K 0.01%
7,764
+1,026
1163
$572K 0.01%
8,352
+51
1164
$570K 0.01%
+117,256
1165
$568K 0.01%
18,433
-4,243
1166
$568K 0.01%
3,355
-163
1167
$565K 0.01%
5,899
-426
1168
$564K 0.01%
19,815
+1,518
1169
$559K ﹤0.01%
13,176
1170
$557K ﹤0.01%
29,584
+4,428
1171
$557K ﹤0.01%
2,853
-668
1172
$555K ﹤0.01%
104,000
+16,500
1173
$555K ﹤0.01%
77,996
-119,211
1174
$552K ﹤0.01%
9,612
+4,075
1175
$552K ﹤0.01%
20,697
-2,561
45 46
47
48 49