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
3876
$120 ﹤0.01%
16
3877
$110 ﹤0.01%
2
-1,241
3878
$109 ﹤0.01%
20
3879
$104 ﹤0.01%
4
-28
3880
$103 ﹤0.01%
203
3881
$99 ﹤0.01%
25
3882
$98 ﹤0.01%
10
3883
$98 ﹤0.01%
20
3884
$93 ﹤0.01%
2
3885
$86 ﹤0.01%
6
3886
$85 ﹤0.01%
10
3887
$83 ﹤0.01%
5
3888
$74 ﹤0.01%
44
3889
$72 ﹤0.01%
200
+13
3890
$70 ﹤0.01%
1,000
3891
$69 ﹤0.01%
15
-81
3892
$65 ﹤0.01%
+41
3893
$64 ﹤0.01%
+50
3894
$59 ﹤0.01%
+32
3895
$58 ﹤0.01%
100
-14
3896
$57 ﹤0.01%
20
3897
$55 ﹤0.01%
+12
3898
$54 ﹤0.01%
12
3899
$54 ﹤0.01%
3
-230
3900
$50 ﹤0.01%
15
154 155
156
157 158