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
3576
$6.04K ﹤0.01%
131
-17
3577
$6.03K ﹤0.01%
+47
3578
$6.03K ﹤0.01%
4,400
+400
3579
$5.97K ﹤0.01%
74
3580
$5.97K ﹤0.01%
200
-142
3581
$5.96K ﹤0.01%
200
3582
$5.95K ﹤0.01%
1,546
3583
$5.94K ﹤0.01%
157
+57
3584
$5.93K ﹤0.01%
1,101
3585
$5.92K ﹤0.01%
71
-67
3586
$5.92K ﹤0.01%
153
3587
$5.84K ﹤0.01%
222
3588
$5.84K ﹤0.01%
130
3589
$5.84K ﹤0.01%
202
3590
$5.79K ﹤0.01%
+175
3591
$5.78K ﹤0.01%
76
-18
3592
$5.77K ﹤0.01%
+1,000
3593
$5.76K ﹤0.01%
262
3594
$5.73K ﹤0.01%
77
+23
3595
$5.72K ﹤0.01%
432
-256
3596
$5.71K ﹤0.01%
100
3597
$5.67K ﹤0.01%
+56
3598
$5.65K ﹤0.01%
417
-166
3599
$5.63K ﹤0.01%
87
-257
3600
$5.59K ﹤0.01%
88
142 143
144
145 146