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
3626
$5.08K ﹤0.01%
434
-25
3627
$5.08K ﹤0.01%
114
3628
$5.07K ﹤0.01%
176
3629
$5.06K ﹤0.01%
1,859
3630
$5.05K ﹤0.01%
87
3631
$5.05K ﹤0.01%
+300
3632
$5.02K ﹤0.01%
+96
3633
$5.01K ﹤0.01%
98
3634
$5.01K ﹤0.01%
102
-18
3635
$5K ﹤0.01%
171
3636
$5K ﹤0.01%
94
+1
3637
$5K ﹤0.01%
1,056
-300
3638
$4.99K ﹤0.01%
+335
3639
$4.97K ﹤0.01%
501
3640
$4.96K ﹤0.01%
26
+6
3641
$4.95K ﹤0.01%
116
3642
$4.89K ﹤0.01%
85
-81
3643
$4.87K ﹤0.01%
65
-64
3644
$4.82K ﹤0.01%
742
3645
$4.76K ﹤0.01%
120
3646
$4.76K ﹤0.01%
276
-131
3647
$4.72K ﹤0.01%
700
3648
$4.71K ﹤0.01%
61
+22
3649
$4.7K ﹤0.01%
+195
3650
$4.69K ﹤0.01%
368
-25
144 145
146
147 148