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
3876
$2.04K ﹤0.01%
162
3877
$2.04K ﹤0.01%
24
-11
3878
$2.04K ﹤0.01%
+250
3879
$2.02K ﹤0.01%
+100
3880
$2.02K ﹤0.01%
100
3881
$1.99K ﹤0.01%
50
3882
$1.99K ﹤0.01%
264
3883
$1.97K ﹤0.01%
600
3884
$1.97K ﹤0.01%
210
-738
3885
$1.96K ﹤0.01%
+81
3886
$1.96K ﹤0.01%
1,080
3887
$1.93K ﹤0.01%
60
-29
3888
$1.92K ﹤0.01%
216
3889
$1.9K ﹤0.01%
72
3890
$1.88K ﹤0.01%
+102
3891
$1.88K ﹤0.01%
100
3892
$1.87K ﹤0.01%
25
3893
$1.87K ﹤0.01%
+22
3894
$1.87K ﹤0.01%
400
3895
$1.85K ﹤0.01%
+24
3896
$1.85K ﹤0.01%
26
3897
$1.84K ﹤0.01%
82
+74
3898
$1.84K ﹤0.01%
200
-120
3899
$1.84K ﹤0.01%
500
3900
$1.84K ﹤0.01%
113
-60
154 155
156
157 158