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
1351
$370K ﹤0.01%
5,386
1352
$370K ﹤0.01%
313
+7
1353
$369K ﹤0.01%
8,844
-106,969
1354
$368K ﹤0.01%
10,234
1355
$365K ﹤0.01%
6,003
+3,898
1356
$365K ﹤0.01%
40,817
+8,518
1357
$360K ﹤0.01%
+17,674
1358
$359K ﹤0.01%
4,588
-46
1359
$358K ﹤0.01%
6,596
-2,193
1360
$354K ﹤0.01%
3,634
-672
1361
$353K ﹤0.01%
1,204
-2,472
1362
$353K ﹤0.01%
5,899
+3,464
1363
$352K ﹤0.01%
9,189
+8,814
1364
$352K ﹤0.01%
9,157
+324
1365
$351K ﹤0.01%
4,236
+497
1366
$350K ﹤0.01%
1,766
-318
1367
$350K ﹤0.01%
12,272
+350
1368
$349K ﹤0.01%
1,100
-56
1369
$349K ﹤0.01%
3,772
+398
1370
$349K ﹤0.01%
49,547
1371
$348K ﹤0.01%
15,348
-550
1372
$348K ﹤0.01%
16,155
+3,000
1373
$347K ﹤0.01%
4,765
-57
1374
$347K ﹤0.01%
995
+90
1375
$347K ﹤0.01%
6,919
+2,801
53 54
55
56 57