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
4026
– –
-4,500
4027
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-500
4028
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-1,496
4029
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-55
4030
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-9
4031
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-21
4032
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-2
4033
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-524
4034
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-500
4035
– –
-26,125
4036
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-2,365
4037
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-1,700
4038
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-100
4039
– –
-5,815
4040
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-82
4041
– –
-1,273
4042
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-2,313
4043
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-4,844
4044
– –
-1,000
4045
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-775
4046
– –
-6,350
4047
– –
-232,719
4048
– –
-21,950
4049
– –
-80
4050
– –
-21,953
160 161
162
163 164