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
251
$9.05M 0.08%
100,914
+1,206
252
$9.03M 0.08%
386,519
-5,052
253
$9M 0.08%
130,597
-1,147
254
$8.99M 0.08%
35,165
-17,601
255
$8.98M 0.08%
190,890
+55,243
256
$8.93M 0.08%
88,728
+33,014
257
$8.85M 0.08%
287,538
+234,734
258
$8.82M 0.08%
51,216
-487
259
$8.81M 0.08%
88,059
-49,705
260
$8.67M 0.08%
243,186
+3,955
261
$8.65M 0.08%
232,813
+5,788
262
$8.64M 0.08%
30,529
+12,793
263
$8.62M 0.08%
138,813
+6,936
264
$8.6M 0.08%
339,294
-7,338
265
$8.56M 0.08%
382,020
-1,206
266
$8.54M 0.08%
152,271
+20,853
267
$8.53M 0.08%
42,223
+4,311
268
$8.51M 0.08%
64,961
+3,781
269
$8.47M 0.07%
79,401
-160
270
$8.47M 0.07%
13,929
-32
271
$8.46M 0.07%
17,087
+2,562
272
$8.45M 0.07%
221,810
+132,333
273
$8.43M 0.07%
19,375
+2,431
274
$8.38M 0.07%
266,992
+19,019
275
$8.36M 0.07%
67,184
-752
9 10
11
12 13