SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $18.2B
1-Year Est. Return 20.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.3B
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,195
New
Increased
Reduced
Closed

Top Buys

1
+$46.8M
2
+$22.6M
3
+$20.6M
4
SDVD icon
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
+$18.9M
5
PLTR icon
Palantir
PLTR
+$18.3M

Top Sells

1
+$52.8M
2
+$31.9M
3
+$31.9M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$24M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$19.7M

Sector Composition

1 Technology 15.81%
2 Financials 8.06%
3 Consumer Discretionary 5.95%
4 Healthcare 5.19%
5 Communication Services 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$40.7K ﹤0.01%
903
2477
$40.6K ﹤0.01%
1,200
2478
$40.5K ﹤0.01%
575
-12
2479
$40.5K ﹤0.01%
300
-40
2480
$40.4K ﹤0.01%
403
+13
2481
$40.2K ﹤0.01%
500
-30
2482
$40.2K ﹤0.01%
1,054
-1,564
2483
$39.9K ﹤0.01%
1,584
2484
$39.9K ﹤0.01%
342
2485
$39.7K ﹤0.01%
+2,750
2486
$39.5K ﹤0.01%
1,579
+551
2487
$39.4K ﹤0.01%
461
+153
2488
$39.2K ﹤0.01%
2,363
+67
2489
$39.1K ﹤0.01%
3,106
+111
2490
$39K ﹤0.01%
1,539
2491
$38.8K ﹤0.01%
952
-48
2492
$38.6K ﹤0.01%
1,116
2493
$38.5K ﹤0.01%
4,000
2494
$38.5K ﹤0.01%
222
2495
$38.4K ﹤0.01%
863
2496
$38.4K ﹤0.01%
4,000
2497
$38.3K ﹤0.01%
1,167
-16
2498
$38.3K ﹤0.01%
1,399
+21
2499
$38.2K ﹤0.01%
1,452
2500
$38.1K ﹤0.01%
4,015
-8,921
98 99
100
101 102