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
2776
$20.3K ﹤0.01%
470
+170
2777
$20.3K ﹤0.01%
327
2778
$20.3K ﹤0.01%
+427
2779
$20.3K ﹤0.01%
1,681
-999
2780
$20.3K ﹤0.01%
210
-28
2781
$20.3K ﹤0.01%
650
2782
$20.3K ﹤0.01%
147
-15
2783
$20.3K ﹤0.01%
3,404
2784
$20.3K ﹤0.01%
9,000
2785
$20.1K ﹤0.01%
+1,250
2786
$20K ﹤0.01%
1,000
2787
$19.9K ﹤0.01%
7,346
2788
$19.8K ﹤0.01%
90
-24
2789
$19.7K ﹤0.01%
2,743
2790
$19.7K ﹤0.01%
415
-965
2791
$19.7K ﹤0.01%
271
-787
2792
$19.5K ﹤0.01%
400
2793
$19.5K ﹤0.01%
+210
2794
$19.4K ﹤0.01%
390
-229
2795
$19.4K ﹤0.01%
366
+91
2796
$19.4K ﹤0.01%
310
2797
$19.3K ﹤0.01%
421
2798
$19.3K ﹤0.01%
3,263
+3,063
2799
$19.2K ﹤0.01%
+250
2800
$19.2K ﹤0.01%
260
110 111
112
113 114