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
3351
$11K ﹤0.01%
686
3352
$10.9K ﹤0.01%
283
3353
$10.8K ﹤0.01%
181
-926
3354
$10.8K ﹤0.01%
+475
3355
$10.8K ﹤0.01%
+1,601
3356
$10.8K ﹤0.01%
400
3357
$10.7K ﹤0.01%
62
3358
$10.7K ﹤0.01%
293
3359
$10.7K ﹤0.01%
903
+18
3360
$10.7K ﹤0.01%
200
3361
$10.5K ﹤0.01%
144
3362
$10.5K ﹤0.01%
160
3363
$10.5K ﹤0.01%
258
3364
$10.5K ﹤0.01%
339
3365
$10.5K ﹤0.01%
1,105
+2
3366
$10.5K ﹤0.01%
456
3367
$10.4K ﹤0.01%
601
+294
3368
$10.4K ﹤0.01%
+1,000
3369
$10.4K ﹤0.01%
138
3370
$10.4K ﹤0.01%
790
-19,500
3371
$10.4K ﹤0.01%
136
3372
$10.4K ﹤0.01%
322
3373
$10.3K ﹤0.01%
367
3374
$10.3K ﹤0.01%
+233
3375
$10.3K ﹤0.01%
1,240
+20