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
2626
$29.1K ﹤0.01%
600
2627
$29.1K ﹤0.01%
1,148
2628
$29K ﹤0.01%
237
2629
$29K ﹤0.01%
400
-100
2630
$28.7K ﹤0.01%
7,000
-36
2631
$28.5K ﹤0.01%
326
+1
2632
$28.5K ﹤0.01%
129
2633
$28.4K ﹤0.01%
4,497
-119
2634
$28.4K ﹤0.01%
723
2635
$28.3K ﹤0.01%
4,897
2636
$28.2K ﹤0.01%
+1,500
2637
$28.1K ﹤0.01%
805
2638
$28.1K ﹤0.01%
295
2639
$27.7K ﹤0.01%
640
2640
$27.5K ﹤0.01%
111
2641
$27.5K ﹤0.01%
1,084
2642
$27.2K ﹤0.01%
570
2643
$27.2K ﹤0.01%
215
2644
$27.1K ﹤0.01%
894
+796
2645
$27.1K ﹤0.01%
1,734
2646
$27K ﹤0.01%
450
2647
$26.7K ﹤0.01%
699
+149
2648
$26.6K ﹤0.01%
100
2649
$26.6K ﹤0.01%
720
2650
$26.6K ﹤0.01%
5,000
104 105
106
107 108