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
1926
$118K ﹤0.01%
4,729
1927
$118K ﹤0.01%
6,489
-698
1928
$118K ﹤0.01%
3,043
-18
1929
$118K ﹤0.01%
3,337
1930
$117K ﹤0.01%
600
1931
$117K ﹤0.01%
2,539
-88
1932
$116K ﹤0.01%
19,000
-3,600
1933
$116K ﹤0.01%
3,500
-725
1934
$115K ﹤0.01%
1,897
+150
1935
$115K ﹤0.01%
658
-70
1936
$115K ﹤0.01%
1,549
-333
1937
$115K ﹤0.01%
1,800
+1,506
1938
$114K ﹤0.01%
2,541
+292
1939
$114K ﹤0.01%
9,568
1940
$114K ﹤0.01%
1,110
1941
$114K ﹤0.01%
25,436
1942
$114K ﹤0.01%
1,060
+221
1943
$114K ﹤0.01%
403
+31
1944
$113K ﹤0.01%
10,913
+10,705
1945
$113K ﹤0.01%
1,626
+150
1946
$113K ﹤0.01%
1,140
+696
1947
$113K ﹤0.01%
5,762
+1,047
1948
$112K ﹤0.01%
2,801
+340
1949
$112K ﹤0.01%
1,393
-917
1950
$112K ﹤0.01%
14,150
+205
76 77
78
79 80