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
2551
$34.2K ﹤0.01%
+500
2552
$34.2K ﹤0.01%
218
2553
$34.1K ﹤0.01%
2,000
2554
$34K ﹤0.01%
778
2555
$33.9K ﹤0.01%
1,616
2556
$33.8K ﹤0.01%
184
2557
$33.8K ﹤0.01%
4,500
2558
$33.7K ﹤0.01%
904
2559
$33.7K ﹤0.01%
381
-7
2560
$33.7K ﹤0.01%
1,749
+14
2561
$33.5K ﹤0.01%
470
2562
$33.5K ﹤0.01%
91
-3
2563
$33.5K ﹤0.01%
1,084
2564
$33.4K ﹤0.01%
1,425
2565
$33.4K ﹤0.01%
1,256
2566
$33.3K ﹤0.01%
2,382
2567
$33.1K ﹤0.01%
375
-510
2568
$33.1K ﹤0.01%
463
-133
2569
$33K ﹤0.01%
200
-180
2570
$32.9K ﹤0.01%
1,090
-1,984
2571
$32.9K ﹤0.01%
135
2572
$32.7K ﹤0.01%
3,000
-200
2573
$32.7K ﹤0.01%
1,482
2574
$32.7K ﹤0.01%
1,639
+577
2575
$32.7K ﹤0.01%
872
-1,601
101 102
103
104 105