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
3226
$14.2K ﹤0.01%
373
-23
3227
$14.2K ﹤0.01%
900
3228
$14.2K ﹤0.01%
672
-145
3229
$14.1K ﹤0.01%
1,038
+486
3230
$14.1K ﹤0.01%
350
3231
$14.1K ﹤0.01%
+550
3232
$14K ﹤0.01%
+1,715
3233
$14K ﹤0.01%
258
+6
3234
$14K ﹤0.01%
+2,500
3235
$13.9K ﹤0.01%
1,346
-1,825
3236
$13.9K ﹤0.01%
1,803
+1,545
3237
$13.9K ﹤0.01%
372
3238
$13.9K ﹤0.01%
158
-185
3239
$13.8K ﹤0.01%
776
-15
3240
$13.8K ﹤0.01%
253
+52
3241
$13.8K ﹤0.01%
500
3242
$13.8K ﹤0.01%
1,137
3243
$13.8K ﹤0.01%
552
+2
3244
$13.8K ﹤0.01%
300
3245
$13.8K ﹤0.01%
504
3246
$13.7K ﹤0.01%
294
+275
3247
$13.6K ﹤0.01%
382
+182
3248
$13.6K ﹤0.01%
1,600
3249
$13.6K ﹤0.01%
514
-100
3250
$13.6K ﹤0.01%
161
128 129
130
131 132