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
3651
$4.68K ﹤0.01%
170
3652
$4.66K ﹤0.01%
431
3653
$4.65K ﹤0.01%
360
-27
3654
$4.62K ﹤0.01%
199
+23
3655
$4.6K ﹤0.01%
50
3656
$4.59K ﹤0.01%
612
3657
$4.59K ﹤0.01%
2,094
3658
$4.58K ﹤0.01%
49
+22
3659
$4.56K ﹤0.01%
199
+144
3660
$4.55K ﹤0.01%
600
3661
$4.55K ﹤0.01%
250
3662
$4.53K ﹤0.01%
300
3663
$4.46K ﹤0.01%
240
3664
$4.41K ﹤0.01%
717
3665
$4.4K ﹤0.01%
155
3666
$4.4K ﹤0.01%
+81
3667
$4.38K ﹤0.01%
+115
3668
$4.36K ﹤0.01%
262
3669
$4.34K ﹤0.01%
500
3670
$4.34K ﹤0.01%
42
+30
3671
$4.33K ﹤0.01%
+1,000
3672
$4.32K ﹤0.01%
1,847
3673
$4.31K ﹤0.01%
+390
3674
$4.3K ﹤0.01%
1,000
3675
$4.28K ﹤0.01%
+72
145 146
147
148 149