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
3526
$6.89K ﹤0.01%
425
3527
$6.88K ﹤0.01%
2,500
-3,500
3528
$6.87K ﹤0.01%
500
-500
3529
$6.83K ﹤0.01%
+325
3530
$6.8K ﹤0.01%
192
3531
$6.79K ﹤0.01%
143
3532
$6.79K ﹤0.01%
260
3533
$6.79K ﹤0.01%
168
3534
$6.79K ﹤0.01%
+501
3535
$6.76K ﹤0.01%
130
3536
$6.75K ﹤0.01%
25
3537
$6.68K ﹤0.01%
213
3538
$6.67K ﹤0.01%
103
3539
$6.64K ﹤0.01%
99
3540
$6.62K ﹤0.01%
84
3541
$6.59K ﹤0.01%
438
-736
3542
$6.54K ﹤0.01%
+508
3543
$6.54K ﹤0.01%
278
+195
3544
$6.52K ﹤0.01%
+200
3545
$6.52K ﹤0.01%
2,000
3546
$6.51K ﹤0.01%
410
-5,287
3547
$6.5K ﹤0.01%
575
3548
$6.47K ﹤0.01%
116
3549
$6.46K ﹤0.01%
2,922
3550
$6.46K ﹤0.01%
+136
140 141
142
143 144