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
2601
$30.7K ﹤0.01%
1,303
-4,082
2602
$30.5K ﹤0.01%
5,000
2603
$30.4K ﹤0.01%
+639
2604
$30.2K ﹤0.01%
767
+11
2605
$30.2K ﹤0.01%
5,659
+1,859
2606
$30.2K ﹤0.01%
1,821
2607
$30.2K ﹤0.01%
1,453
2608
$30K ﹤0.01%
174
2609
$30K ﹤0.01%
5,049
2610
$30K ﹤0.01%
3,729
+123
2611
$30K ﹤0.01%
1,040
+418
2612
$29.9K ﹤0.01%
680
2613
$29.8K ﹤0.01%
1,500
-600
2614
$29.8K ﹤0.01%
2,761
+28
2615
$29.7K ﹤0.01%
625
2616
$29.7K ﹤0.01%
11
2617
$29.6K ﹤0.01%
2,343
+25
2618
$29.6K ﹤0.01%
+1,771
2619
$29.5K ﹤0.01%
962
+703
2620
$29.4K ﹤0.01%
337
+50
2621
$29.4K ﹤0.01%
1,000
2622
$29.4K ﹤0.01%
466
-36
2623
$29.4K ﹤0.01%
244
2624
$29.2K ﹤0.01%
174
-229
2625
$29.2K ﹤0.01%
358
-2,343
103 104
105
106 107