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
2001
$103K ﹤0.01%
3,503
-9,303
2002
$102K ﹤0.01%
2,569
+1,537
2003
$102K ﹤0.01%
1,691
-183
2004
$102K ﹤0.01%
4,528
+935
2005
$102K ﹤0.01%
3,586
+3,489
2006
$102K ﹤0.01%
5,899
2007
$102K ﹤0.01%
2,651
-1,789
2008
$101K ﹤0.01%
9,343
2009
$101K ﹤0.01%
+1,306
2010
$101K ﹤0.01%
2,069
+1,548
2011
$101K ﹤0.01%
11,155
+830
2012
$101K ﹤0.01%
897
+65
2013
$101K ﹤0.01%
8,231
+2,341
2014
$101K ﹤0.01%
5,672
2015
$100K ﹤0.01%
8,200
+900
2016
$100K ﹤0.01%
4,229
+869
2017
$100K ﹤0.01%
3,198
2018
$99.8K ﹤0.01%
2,081
2019
$99.6K ﹤0.01%
4,210
2020
$99.4K ﹤0.01%
2,695
2021
$99.4K ﹤0.01%
8,429
2022
$99.3K ﹤0.01%
5,231
-1,456
2023
$98.8K ﹤0.01%
1,141
+216
2024
$98.7K ﹤0.01%
1,396
-110
2025
$98.2K ﹤0.01%
844
+264
79 80
81
82 83