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
2726
$22.9K ﹤0.01%
+4,068
2727
$22.9K ﹤0.01%
528
-41,988
2728
$22.9K ﹤0.01%
3,484
-13
2729
$22.9K ﹤0.01%
+3,052
2730
$22.8K ﹤0.01%
1,000
2731
$22.8K ﹤0.01%
993
2732
$22.7K ﹤0.01%
233
2733
$22.7K ﹤0.01%
436
2734
$22.6K ﹤0.01%
3,576
+220
2735
$22.6K ﹤0.01%
+10,000
2736
$22.5K ﹤0.01%
1,050
2737
$22.4K ﹤0.01%
400
2738
$22.3K ﹤0.01%
200
2739
$22.3K ﹤0.01%
745
2740
$22.3K ﹤0.01%
369
-2
2741
$22.3K ﹤0.01%
591
-499
2742
$22.2K ﹤0.01%
866
2743
$22.1K ﹤0.01%
+11,000
2744
$22K ﹤0.01%
1,315
2745
$21.9K ﹤0.01%
1,618
-2,333
2746
$21.9K ﹤0.01%
1,028
2747
$21.8K ﹤0.01%
849
2748
$21.8K ﹤0.01%
2,673
+75
2749
$21.8K ﹤0.01%
71
+15
2750
$21.8K ﹤0.01%
234
108 109
110
111 112