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
3701
$3.89K ﹤0.01%
1,270
3702
$3.88K ﹤0.01%
175
3703
$3.87K ﹤0.01%
50
3704
$3.83K ﹤0.01%
323
3705
$3.81K ﹤0.01%
34
+23
3706
$3.81K ﹤0.01%
+79
3707
$3.81K ﹤0.01%
+1,277
3708
$3.79K ﹤0.01%
1,214
-685
3709
$3.77K ﹤0.01%
71
3710
$3.74K ﹤0.01%
192
3711
$3.74K ﹤0.01%
500
3712
$3.74K ﹤0.01%
+100
3713
$3.73K ﹤0.01%
430
-100
3714
$3.73K ﹤0.01%
21
-99
3715
$3.69K ﹤0.01%
144
-7
3716
$3.66K ﹤0.01%
115
3717
$3.64K ﹤0.01%
79
-733
3718
$3.63K ﹤0.01%
100
3719
$3.6K ﹤0.01%
61
3720
$3.6K ﹤0.01%
43
-8
3721
$3.59K ﹤0.01%
1,860
3722
$3.56K ﹤0.01%
100
3723
$3.55K ﹤0.01%
231
3724
$3.55K ﹤0.01%
506
3725
$3.54K ﹤0.01%
96
147 148
149
150 151