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
101
$22.8M 0.2%
167,874
+4,502
102
$22.6M 0.2%
251,680
+23,120
103
$22.6M 0.2%
73,893
-665
104
$22.2M 0.2%
152,051
+44,480
105
$22M 0.19%
82,672
+9
106
$21.8M 0.19%
145,200
+3,004
107
$21.7M 0.19%
178,482
+10,980
108
$21M 0.19%
105,011
+4,207
109
$20.7M 0.18%
196,414
+2,056
110
$20.7M 0.18%
169,557
+53,209
111
$20.5M 0.18%
101,840
+9,708
112
$20.4M 0.18%
60,609
+3,235
113
$20.2M 0.18%
25,370
-107
114
$20.1M 0.18%
600,229
-480,666
115
$20M 0.18%
213,882
-31,100
116
$19.9M 0.18%
410,519
+34,332
117
$19.9M 0.18%
41,033
+1,225
118
$19.8M 0.18%
44,420
-4,387
119
$19.7M 0.17%
36,097
+2,639
120
$19.7M 0.17%
73,156
+1,789
121
$19.5M 0.17%
73,643
+6,261
122
$19.3M 0.17%
164,491
-8,569
123
$19.2M 0.17%
41,161
+3,953
124
$19.2M 0.17%
383,241
+192,167
125
$19.1M 0.17%
37,592
+1,264
3 4
5
6 7