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
1976
$106K ﹤0.01%
548
+448
1977
$106K ﹤0.01%
1,527
+1,303
1978
$106K ﹤0.01%
+2,007
1979
$106K ﹤0.01%
3,884
-974
1980
$106K ﹤0.01%
10,706
+80
1981
$106K ﹤0.01%
1,801
-336
1982
$106K ﹤0.01%
3,049
1983
$105K ﹤0.01%
2,009
1984
$105K ﹤0.01%
999
-87
1985
$105K ﹤0.01%
13,775
+715
1986
$105K ﹤0.01%
2,463
+3
1987
$105K ﹤0.01%
869
-57
1988
$104K ﹤0.01%
1,038
1989
$104K ﹤0.01%
3,836
+175
1990
$104K ﹤0.01%
3,414
+987
1991
$104K ﹤0.01%
1,424
+302
1992
$104K ﹤0.01%
3,327
+55
1993
$104K ﹤0.01%
1,950
-311
1994
$104K ﹤0.01%
10,701
+3,388
1995
$104K ﹤0.01%
747
+701
1996
$104K ﹤0.01%
3,210
-500
1997
$103K ﹤0.01%
8,607
-248
1998
$103K ﹤0.01%
2,449
1999
$103K ﹤0.01%
1,584
+298
2000
$103K ﹤0.01%
3,576
-847
78 79
80
81 82