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
3601
$5.59K ﹤0.01%
126
-96
3602
$5.5K ﹤0.01%
12
+11
3603
$5.48K ﹤0.01%
295
3604
$5.45K ﹤0.01%
203
3605
$5.45K ﹤0.01%
528
3606
$5.45K ﹤0.01%
158
3607
$5.44K ﹤0.01%
218
-28
3608
$5.37K ﹤0.01%
433
3609
$5.37K ﹤0.01%
250
3610
$5.34K ﹤0.01%
1,500
3611
$5.34K ﹤0.01%
91
3612
$5.32K ﹤0.01%
327
+134
3613
$5.32K ﹤0.01%
164
3614
$5.31K ﹤0.01%
131
3615
$5.3K ﹤0.01%
2,055
3616
$5.3K ﹤0.01%
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3617
$5.24K ﹤0.01%
1,000
3618
$5.23K ﹤0.01%
1,000
3619
$5.16K ﹤0.01%
35
3620
$5.14K ﹤0.01%
251
3621
$5.14K ﹤0.01%
40
3622
$5.12K ﹤0.01%
222
+3
3623
$5.11K ﹤0.01%
539
+457
3624
$5.09K ﹤0.01%
+183
3625
$5.08K ﹤0.01%
83