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
3776
$2.93K ﹤0.01%
+47
3777
$2.93K ﹤0.01%
400
-800
3778
$2.92K ﹤0.01%
+100
3779
$2.89K ﹤0.01%
49
3780
$2.88K ﹤0.01%
1,800
3781
$2.87K ﹤0.01%
32
-9
3782
$2.86K ﹤0.01%
+197
3783
$2.85K ﹤0.01%
500
3784
$2.83K ﹤0.01%
100
3785
$2.82K ﹤0.01%
100
3786
$2.79K ﹤0.01%
14
3787
$2.79K ﹤0.01%
103
3788
$2.78K ﹤0.01%
360
+10
3789
$2.78K ﹤0.01%
347
3790
$2.77K ﹤0.01%
148
-126
3791
$2.77K ﹤0.01%
91
3792
$2.77K ﹤0.01%
1,300
3793
$2.77K ﹤0.01%
+800
3794
$2.77K ﹤0.01%
125
3795
$2.76K ﹤0.01%
146
-9
3796
$2.76K ﹤0.01%
+567
3797
$2.75K ﹤0.01%
202
+1
3798
$2.75K ﹤0.01%
+26
3799
$2.75K ﹤0.01%
76
3800
$2.74K ﹤0.01%
200
-250
150 151
152
153 154