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
2751
$21.7K ﹤0.01%
790
2752
$21.7K ﹤0.01%
11,000
-3,000
2753
$21.6K ﹤0.01%
165
+76
2754
$21.5K ﹤0.01%
3,941
2755
$21.3K ﹤0.01%
2,301
2756
$21.3K ﹤0.01%
380
2757
$21.3K ﹤0.01%
1,002
2758
$21.2K ﹤0.01%
525
2759
$21.2K ﹤0.01%
113
2760
$21.2K ﹤0.01%
280
-11
2761
$21.2K ﹤0.01%
1,312
-1,400
2762
$21.1K ﹤0.01%
534
+212
2763
$21K ﹤0.01%
958
+144
2764
$21K ﹤0.01%
695
+109
2765
$21K ﹤0.01%
244
+68
2766
$20.9K ﹤0.01%
238
2767
$20.9K ﹤0.01%
2,500
2768
$20.8K ﹤0.01%
360
-525
2769
$20.7K ﹤0.01%
786
2770
$20.7K ﹤0.01%
2,933
2771
$20.7K ﹤0.01%
+399
2772
$20.7K ﹤0.01%
761
2773
$20.6K ﹤0.01%
1,050
2774
$20.5K ﹤0.01%
518
2775
$20.4K ﹤0.01%
344
109 110
111
112 113