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
3251
$13.6K ﹤0.01%
75
+58
3252
$13.6K ﹤0.01%
2,380
+689
3253
$13.6K ﹤0.01%
483
+152
3254
$13.5K ﹤0.01%
330
-127
3255
$13.4K ﹤0.01%
480
+7
3256
$13.4K ﹤0.01%
336
+28
3257
$13.4K ﹤0.01%
500
3258
$13.4K ﹤0.01%
2,000
+1,979
3259
$13.4K ﹤0.01%
392
+6
3260
$13.3K ﹤0.01%
799
3261
$13.3K ﹤0.01%
556
-654
3262
$13.3K ﹤0.01%
346
3263
$13.3K ﹤0.01%
1,476
-293,035
3264
$13.2K ﹤0.01%
650
3265
$13.2K ﹤0.01%
+409
3266
$13.1K ﹤0.01%
1,084
+22
3267
$13.1K ﹤0.01%
200
3268
$13K ﹤0.01%
53
+40
3269
$13K ﹤0.01%
348
+25
3270
$13K ﹤0.01%
257
3271
$12.9K ﹤0.01%
400
+294
3272
$12.9K ﹤0.01%
1,554
+23
3273
$12.9K ﹤0.01%
260
3274
$12.9K ﹤0.01%
235
+35
3275
$12.8K ﹤0.01%
500
129 130
131
132 133