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
126
$18.9M 0.17%
257,232
-16,098
127
$18.9M 0.17%
142,227
-2,673
128
$18.6M 0.16%
44,203
-26,717
129
$18.3M 0.16%
417,767
-10,134
130
$18.3M 0.16%
115,173
+6,217
131
$18.3M 0.16%
86,241
+1,168
132
$17.8M 0.16%
67,318
+65,599
133
$17.8M 0.16%
173,380
-37,483
134
$17.8M 0.16%
+889,276
135
$17.5M 0.15%
323,609
+28,019
136
$17.4M 0.15%
74,447
+212
137
$17.2M 0.15%
18,186
+177
138
$17.2M 0.15%
466,521
+56,404
139
$17.1M 0.15%
77,336
+4,956
140
$17M 0.15%
595,022
+14,419
141
$16.8M 0.15%
3,642
+240
142
$16.6M 0.15%
317,373
-5,046
143
$16.5M 0.15%
33,163
+414
144
$16.3M 0.14%
929,279
-1,429
145
$16M 0.14%
86,049
+3,632
146
$15.8M 0.14%
200,485
-55,500
147
$15.4M 0.14%
160,890
+240
148
$15.4M 0.14%
187,996
-35,706
149
$15.3M 0.14%
88,933
-6,030
150
$15.2M 0.13%
191,871
-2,535
4 5
6
7 8