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
2276
$92.5K ﹤0.01%
3,493
+2,524
2277
$92.2K ﹤0.01%
2,300
-1,407
2278
$92.1K ﹤0.01%
2,101
2279
$92K ﹤0.01%
3,570
-427
2280
$91.6K ﹤0.01%
3,608
2281
$91.4K ﹤0.01%
1,010
2282
$91.4K ﹤0.01%
16,772
+669
2283
$91.4K ﹤0.01%
20,125
+2,832
2284
$91.3K ﹤0.01%
10,418
-39,466
2285
$91.3K ﹤0.01%
3,533
+826
2286
$91.3K ﹤0.01%
1,364
+138
2287
$90.7K ﹤0.01%
+4,430
2288
$90.7K ﹤0.01%
4,512
2289
$90.6K ﹤0.01%
1,134
+91
2290
$90.3K ﹤0.01%
4,374
-1,493
2291
$90.3K ﹤0.01%
+17,400
2292
$90.3K ﹤0.01%
389
+190
2293
$90K ﹤0.01%
2,569
2294
$89.9K ﹤0.01%
1,747
+1,500
2295
$89.5K ﹤0.01%
13,936
+12,916
2296
$89.2K ﹤0.01%
2,211
-1,092
2297
$88.8K ﹤0.01%
6,835
2298
$88.2K ﹤0.01%
1,264
+173
2299
$88.1K ﹤0.01%
1,310
-183
2300
$88.1K ﹤0.01%
+7,297
90 91
92
93 94