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
2026
$97.7K ﹤0.01%
21,020
2027
$97.5K ﹤0.01%
2,563
+610
2028
$97.3K ﹤0.01%
+7,499
2029
$97K ﹤0.01%
3,259
+1,329
2030
$96.8K ﹤0.01%
2,848
+3
2031
$96.7K ﹤0.01%
9,365
-2,644
2032
$96.7K ﹤0.01%
8,500
2033
$96.6K ﹤0.01%
849
+227
2034
$96.4K ﹤0.01%
2,515
-11
2035
$96.2K ﹤0.01%
2,213
-30
2036
$96.1K ﹤0.01%
1,800
2037
$96K ﹤0.01%
2,675
+8
2038
$96K ﹤0.01%
9,140
-1,124
2039
$95.7K ﹤0.01%
1,253
+110
2040
$95.7K ﹤0.01%
2,600
2041
$95.3K ﹤0.01%
1,041
+896
2042
$95.3K ﹤0.01%
1,655
+867
2043
$95.1K ﹤0.01%
1,232
-165
2044
$95.1K ﹤0.01%
971
-215
2045
$94.9K ﹤0.01%
4,695
-755
2046
$94.8K ﹤0.01%
2,266
-229
2047
$94.7K ﹤0.01%
5,294
+3,905
2048
$94.2K ﹤0.01%
655
2049
$94.1K ﹤0.01%
+7,113
2050
$93.7K ﹤0.01%
3,410
-4,847
80 81
82
83 84