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
2576
$32.6K ﹤0.01%
1,303
+861
2577
$32.5K ﹤0.01%
+1,700
2578
$32.3K ﹤0.01%
1,045
+200
2579
$32.3K ﹤0.01%
1,127
+36
2580
$32.3K ﹤0.01%
676
-134
2581
$32.2K ﹤0.01%
754
+19
2582
$32.2K ﹤0.01%
763
-46
2583
$32.1K ﹤0.01%
578
-2,050
2584
$32K ﹤0.01%
+626
2585
$31.9K ﹤0.01%
1,785
2586
$31.9K ﹤0.01%
+365
2587
$31.6K ﹤0.01%
1,734
2588
$31.6K ﹤0.01%
1,390
+450
2589
$31.6K ﹤0.01%
400
2590
$31.3K ﹤0.01%
1,226
+980
2591
$31.2K ﹤0.01%
+1,911
2592
$31.1K ﹤0.01%
485
2593
$30.9K ﹤0.01%
975
2594
$30.9K ﹤0.01%
950
2595
$30.9K ﹤0.01%
832
2596
$30.8K ﹤0.01%
410
2597
$30.8K ﹤0.01%
203
2598
$30.8K ﹤0.01%
946
-60
2599
$30.7K ﹤0.01%
233
-8
2600
$30.7K ﹤0.01%
470
+124
102 103
104
105 106