SPIA
Steward Partners Investment Advisory Portfolio holdings
AUM
$18.2B
1-Year Est. Return
20.84%
This Fund
S&P 500
1 Year Est. Return
+20.84%
AUM
$17.4B
AUM Growth
+$4.65B
(+36%)
Holding
4,430
Top Buys
| 1 | +$276M | |
| 2 | +$241M | |
| 3 | +$171M | |
| 4 |
SPDR Gold Trust
GLD
|
+$142M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$135M |
Top Sells
| 1 | +$32.3M | |
| 2 | +$27M | |
| 3 | +$24.8M | |
| 4 |
Palantir
PLTR
|
+$18.9M |
| 5 |
Adobe
ADBE
|
+$17.7M |
Sector Composition
| 1 | Technology | 16.45% |
| 2 | Communication Services | 7.07% |
| 3 | Financials | 6.9% |
| 4 | Consumer Discretionary | 5.55% |
| 5 | Healthcare | 3.91% |
