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
3826
$2.47K ﹤0.01%
+81
3827
$2.47K ﹤0.01%
+64
3828
$2.46K ﹤0.01%
+200
3829
$2.45K ﹤0.01%
80
3830
$2.42K ﹤0.01%
200
-87
3831
$2.4K ﹤0.01%
+155
3832
$2.39K ﹤0.01%
+100
3833
$2.38K ﹤0.01%
450
3834
$2.37K ﹤0.01%
24
3835
$2.35K ﹤0.01%
288
+2
3836
$2.35K ﹤0.01%
1,000
3837
$2.35K ﹤0.01%
+32
3838
$2.34K ﹤0.01%
166
+10
3839
$2.33K ﹤0.01%
222
3840
$2.33K ﹤0.01%
58
+13
3841
$2.31K ﹤0.01%
32
3842
$2.29K ﹤0.01%
+24
3843
$2.27K ﹤0.01%
+100
3844
$2.27K ﹤0.01%
300
3845
$2.25K ﹤0.01%
27
-30
3846
$2.23K ﹤0.01%
52
3847
$2.22K ﹤0.01%
600
3848
$2.22K ﹤0.01%
56
+34
3849
$2.22K ﹤0.01%
19
-6
3850
$2.22K ﹤0.01%
+46
152 153
154
155 156