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
2651
$26.5K ﹤0.01%
439
+22
2652
$26.5K ﹤0.01%
+2,615
2653
$26.5K ﹤0.01%
1,091
-1,213
2654
$26.4K ﹤0.01%
573
+14
2655
$26.4K ﹤0.01%
+1,242
2656
$26.3K ﹤0.01%
1,174
+1
2657
$26.2K ﹤0.01%
3,156
2658
$26.1K ﹤0.01%
1,370
-2,154
2659
$26.1K ﹤0.01%
1,800
+800
2660
$26.1K ﹤0.01%
224
+59
2661
$26.1K ﹤0.01%
525
2662
$26K ﹤0.01%
500
2663
$26K ﹤0.01%
3,800
2664
$25.9K ﹤0.01%
63,000
2665
$25.9K ﹤0.01%
408
+69
2666
$25.8K ﹤0.01%
937
+284
2667
$25.7K ﹤0.01%
682
-3,147
2668
$25.5K ﹤0.01%
445
2669
$25.5K ﹤0.01%
1,094
+363
2670
$25.5K ﹤0.01%
1,205
2671
$25.4K ﹤0.01%
1,627
-578
2672
$25.3K ﹤0.01%
1,325
-81
2673
$25.2K ﹤0.01%
581
2674
$25.2K ﹤0.01%
721
2675
$25.2K ﹤0.01%
+1,112
105 106
107
108 109