SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $19.6B
1-Year Est. Return 22.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.4B
AUM Growth
+$4.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,430
New
Increased
Reduced
Closed

Top Buys

1
+$276M
2
+$241M
3
+$171M
4
GLD icon
SPDR Gold Trust
GLD
+$142M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$135M

Top Sells

1
+$32.3M
2
+$27M
3
+$24.8M
4
PLTR icon
Palantir
PLTR
+$18.9M
5
ADBE icon
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 Industrials 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2876
$30.5K ﹤0.01%
1,427
+778
2877
$30.4K ﹤0.01%
1,898
2878
$30.4K ﹤0.01%
671
+250
2879
$30.3K ﹤0.01%
307
2880
$30.2K ﹤0.01%
1,725
-3,500
2881
$30.1K ﹤0.01%
1,500
2882
$30.1K ﹤0.01%
1,515
2883
$30.1K ﹤0.01%
939
+480
2884
$30.1K ﹤0.01%
680
2885
$30.1K ﹤0.01%
1,245
+113
2886
$29.9K ﹤0.01%
1,367
2887
$29.8K ﹤0.01%
296
2888
$29.7K ﹤0.01%
914
-798
2889
$29.5K ﹤0.01%
1,484
+14
2890
$29.5K ﹤0.01%
4,000
2891
$29.3K ﹤0.01%
638
-45
2892
$29.3K ﹤0.01%
+1,517
2893
$29.2K ﹤0.01%
383
-383
2894
$29.2K ﹤0.01%
1,250
-250
2895
$29.2K ﹤0.01%
360
-376
2896
$28.9K ﹤0.01%
1,066
+35
2897
$28.9K ﹤0.01%
1,344
+1,221
2898
$28.9K ﹤0.01%
776
+500
2899
$28.8K ﹤0.01%
2,737
+1,000
2900
$28.8K ﹤0.01%
658
114 115
116
117 118