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
3176
$15.8K ﹤0.01%
3,679
3177
$15.8K ﹤0.01%
+600
3178
$15.8K ﹤0.01%
100
+20
3179
$15.6K ﹤0.01%
1,062
-750
3180
$15.5K ﹤0.01%
1,015
-400
3181
$15.5K ﹤0.01%
1,060
+10
3182
$15.4K ﹤0.01%
530
+70
3183
$15.4K ﹤0.01%
544
-33
3184
$15.3K ﹤0.01%
350
3185
$15.3K ﹤0.01%
582
+7
3186
$15.3K ﹤0.01%
2,329
3187
$15.3K ﹤0.01%
84
-140
3188
$15.2K ﹤0.01%
150
3189
$15.2K ﹤0.01%
474
+80
3190
$15.2K ﹤0.01%
429
+29
3191
$15.2K ﹤0.01%
146
-809
3192
$15.2K ﹤0.01%
1,162
-701
3193
$15.1K ﹤0.01%
509
3194
$15.1K ﹤0.01%
128
3195
$15K ﹤0.01%
599
3196
$15K ﹤0.01%
58
+45
3197
$15K ﹤0.01%
391
-62
3198
$15K ﹤0.01%
1,406
+1,026
3199
$15K ﹤0.01%
295
-3
3200
$14.9K ﹤0.01%
188
126 127
128
129 130