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
3376
$10.3K ﹤0.01%
342
3377
$10.3K ﹤0.01%
462
3378
$10.3K ﹤0.01%
375
3379
$10.2K ﹤0.01%
+507
3380
$10.2K ﹤0.01%
4,584
3381
$10.2K ﹤0.01%
1,212
-429
3382
$10.2K ﹤0.01%
333
3383
$10.2K ﹤0.01%
+350
3384
$10.2K ﹤0.01%
165
3385
$10.2K ﹤0.01%
6,863
3386
$10.1K ﹤0.01%
1,000
3387
$10.1K ﹤0.01%
+367
3388
$10K ﹤0.01%
135
3389
$10K ﹤0.01%
150
3390
$10K ﹤0.01%
1,634
-1,083
3391
$9.97K ﹤0.01%
298
+3
3392
$9.96K ﹤0.01%
+164
3393
$9.96K ﹤0.01%
431
3394
$9.96K ﹤0.01%
+103
3395
$9.93K ﹤0.01%
351
-73
3396
$9.93K ﹤0.01%
210
-114
3397
$9.92K ﹤0.01%
+137
3398
$9.87K ﹤0.01%
620
-157
3399
$9.82K ﹤0.01%
150
3400
$9.72K ﹤0.01%
+265
134 135
136
137 138