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
3926
$1.63K ﹤0.01%
100
3927
$1.63K ﹤0.01%
203
3928
$1.63K ﹤0.01%
139
+39
3929
$1.61K ﹤0.01%
48
3930
$1.6K ﹤0.01%
45
3931
$1.59K ﹤0.01%
304
3932
$1.58K ﹤0.01%
+54
3933
$1.58K ﹤0.01%
25
-27
3934
$1.58K ﹤0.01%
+120
3935
$1.56K ﹤0.01%
174
+5
3936
$1.55K ﹤0.01%
120
+20
3937
$1.52K ﹤0.01%
84
3938
$1.52K ﹤0.01%
54
+45
3939
$1.5K ﹤0.01%
227
3940
$1.49K ﹤0.01%
3
3941
$1.49K ﹤0.01%
+22
3942
$1.48K ﹤0.01%
60
-35
3943
$1.47K ﹤0.01%
76
3944
$1.47K ﹤0.01%
20
3945
$1.46K ﹤0.01%
36
3946
$1.45K ﹤0.01%
100
3947
$1.45K ﹤0.01%
385
-97
3948
$1.42K ﹤0.01%
30
3949
$1.41K ﹤0.01%
+29
3950
$1.41K ﹤0.01%
+10
156 157
158
159 160