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
951
$920K 0.01%
28,215
+6,428
952
$918K 0.01%
63,513
+19,703
953
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27,417
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15,252
+4,248
955
$912K 0.01%
115,936
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956
$910K 0.01%
8,042
-300
957
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26,796
+2,305
958
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44,791
-930
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46,636
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19,026
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961
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26,269
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962
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44,775
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963
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11,093
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6,627
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967
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23,103
-951
969
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20,763
-397
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$885K 0.01%
74,759
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$876K 0.01%
6,200
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$875K 0.01%
22,590
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974
$873K 0.01%
23,593
+6,543
975
$872K 0.01%
5,906
+2,279
37 38
39
40 41