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
2501
$38.1K ﹤0.01%
2,500
2502
$37.7K ﹤0.01%
409
+27
2503
$37.7K ﹤0.01%
2,085
-318
2504
$37.5K ﹤0.01%
1,599
2505
$37.4K ﹤0.01%
725
-38
2506
$37.4K ﹤0.01%
1,215
+27
2507
$37.3K ﹤0.01%
2,400
2508
$37.3K ﹤0.01%
758
-800
2509
$37.1K ﹤0.01%
379
2510
$37.1K ﹤0.01%
329
2511
$37.1K ﹤0.01%
2,606
+26
2512
$36.8K ﹤0.01%
+527
2513
$36.8K ﹤0.01%
468
2514
$36.8K ﹤0.01%
450
+70
2515
$36.8K ﹤0.01%
542
2516
$36.7K ﹤0.01%
918
+84
2517
$36.6K ﹤0.01%
343
-97
2518
$36.6K ﹤0.01%
1,016
-2
2519
$36.6K ﹤0.01%
941
2520
$36.6K ﹤0.01%
987
-298
2521
$36.4K ﹤0.01%
396
+102
2522
$36.4K ﹤0.01%
1,402
-30
2523
$36.3K ﹤0.01%
648
+320
2524
$36.2K ﹤0.01%
4,025
2525
$36.2K ﹤0.01%
5
99 100
101
102 103