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
151
$15.1M 0.13%
302,385
+19,323
152
$15M 0.13%
119,408
+5,049
153
$14.9M 0.13%
53,475
+507
154
$14.8M 0.13%
101,883
+16,972
155
$14.7M 0.13%
207,114
-689
156
$14.6M 0.13%
158,410
-564
157
$14.5M 0.13%
46,398
+3,982
158
$14.3M 0.13%
93,168
+3,202
159
$14.2M 0.13%
243,934
+30,552
160
$14.1M 0.12%
257,577
+2,085
161
$14.1M 0.12%
7,241
-26,591
162
$14.1M 0.12%
68,729
-331
163
$14.1M 0.12%
143,648
+11,097
164
$14M 0.12%
347,627
+2,682
165
$13.9M 0.12%
310,812
-5,107
166
$13.9M 0.12%
66,189
+1,997
167
$13.8M 0.12%
69,732
-332
168
$13.8M 0.12%
302,608
+148,429
169
$13.7M 0.12%
226,978
+226,741
170
$13.6M 0.12%
324,294
+79,128
171
$13.5M 0.12%
168,659
+12,416
172
$13.5M 0.12%
128,074
+9,787
173
$13.3M 0.12%
601,905
-84,411
174
$13.3M 0.12%
107,476
+1,572
175
$13.1M 0.12%
68,932
+14,801
5 6
7
8 9