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
3726
$902 ﹤0.01%
9
3727
$900 ﹤0.01%
110
3728
$898 ﹤0.01%
1,215
3729
$894 ﹤0.01%
600
-1
3730
$892 ﹤0.01%
14
3731
$886 ﹤0.01%
77
3732
$884 ﹤0.01%
61
3733
$873 ﹤0.01%
100
3734
$866 ﹤0.01%
15
3735
$865 ﹤0.01%
650
-1
3736
$861 ﹤0.01%
+35
3737
$858 ﹤0.01%
95
3738
$847 ﹤0.01%
45
3739
$842 ﹤0.01%
25
3740
$839 ﹤0.01%
62
3741
$833 ﹤0.01%
37
3742
$818 ﹤0.01%
22
3743
$813 ﹤0.01%
83
3744
$810 ﹤0.01%
+100
3745
$802 ﹤0.01%
3
-175
3746
$801 ﹤0.01%
43
3747
$785 ﹤0.01%
500
3748
$780 ﹤0.01%
+200
3749
$764 ﹤0.01%
73
-74
3750
$761 ﹤0.01%
155
+3
148 149
150
151 152