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
4101
– –
-1,372
4102
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-300
4103
– –
-625
4104
– –
-400
4105
– –
-22,300
4106
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-1,000
4107
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-324
4108
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-3,143
4109
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-20
4110
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-314
4111
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-100
4112
– –
-1,331
4113
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-316
4114
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-250
4115
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-20
4116
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-265
4117
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-21
4118
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-2
4119
– –
-524
4120
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-500
4121
– –
-26,125
4122
– –
-2,365
4123
– –
-1,700
4124
– –
-100
4125
– –
-5,815
162 163 164
165
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