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
3851
$233 ﹤0.01%
6
3852
$228 ﹤0.01%
571
3853
$227 ﹤0.01%
6
3854
$221 ﹤0.01%
32
3855
$219 ﹤0.01%
50
3856
$219 ﹤0.01%
34
+19
3857
$214 ﹤0.01%
70
3858
$213 ﹤0.01%
+25
3859
$206 ﹤0.01%
30
3860
$206 ﹤0.01%
100
3861
$201 ﹤0.01%
11
3862
$192 ﹤0.01%
40
3863
$179 ﹤0.01%
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3864
$178 ﹤0.01%
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3865
$173 ﹤0.01%
20
3866
$172 ﹤0.01%
100
3867
$168 ﹤0.01%
9
3868
$168 ﹤0.01%
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3869
$161 ﹤0.01%
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3870
$158 ﹤0.01%
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-18
3871
$157 ﹤0.01%
+4
3872
$145 ﹤0.01%
11
-141
3873
$144 ﹤0.01%
98
3874
$142 ﹤0.01%
113
3875
$136 ﹤0.01%
+5
153 154
155
156 157