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
3801
$2.73K ﹤0.01%
546
-62
3802
$2.72K ﹤0.01%
2,000
3803
$2.72K ﹤0.01%
250
3804
$2.71K ﹤0.01%
231
3805
$2.71K ﹤0.01%
13
3806
$2.71K ﹤0.01%
70
+10
3807
$2.67K ﹤0.01%
133
3808
$2.65K ﹤0.01%
1,597
3809
$2.65K ﹤0.01%
1,000
3810
$2.65K ﹤0.01%
300
-650
3811
$2.63K ﹤0.01%
1,000
3812
$2.62K ﹤0.01%
+1,860
3813
$2.62K ﹤0.01%
20
-93
3814
$2.6K ﹤0.01%
2,500
3815
$2.6K ﹤0.01%
360
3816
$2.59K ﹤0.01%
400
3817
$2.58K ﹤0.01%
+32
3818
$2.57K ﹤0.01%
16
3819
$2.55K ﹤0.01%
+58
3820
$2.53K ﹤0.01%
40
+15
3821
$2.53K ﹤0.01%
729
+204
3822
$2.53K ﹤0.01%
18
+9
3823
$2.51K ﹤0.01%
92
-60
3824
$2.49K ﹤0.01%
+1,000
3825
$2.48K ﹤0.01%
20
151 152
153
154 155