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
3951
$1.4K ﹤0.01%
+31
3952
$1.39K ﹤0.01%
7
3953
$1.39K ﹤0.01%
+29
3954
$1.39K ﹤0.01%
30
3955
$1.38K ﹤0.01%
27
-13
3956
$1.38K ﹤0.01%
400
3957
$1.36K ﹤0.01%
46
+3
3958
$1.35K ﹤0.01%
23
3959
$1.34K ﹤0.01%
+50
3960
$1.32K ﹤0.01%
10
-7
3961
$1.32K ﹤0.01%
+100
3962
$1.32K ﹤0.01%
30
3963
$1.32K ﹤0.01%
43
3964
$1.31K ﹤0.01%
83
-388
3965
$1.3K ﹤0.01%
+36
3966
$1.3K ﹤0.01%
200
3967
$1.3K ﹤0.01%
29
3968
$1.29K ﹤0.01%
263
3969
$1.28K ﹤0.01%
20
3970
$1.28K ﹤0.01%
18
3971
$1.26K ﹤0.01%
396
3972
$1.26K ﹤0.01%
809
3973
$1.26K ﹤0.01%
1,000
3974
$1.25K ﹤0.01%
+20
3975
$1.23K ﹤0.01%
97
-103
157 158
159
160 161