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
2801
$19.2K ﹤0.01%
1,031
2802
$19.2K ﹤0.01%
611
+33
2803
$19.1K ﹤0.01%
380
2804
$19.1K ﹤0.01%
6,800
2805
$19.1K ﹤0.01%
575
2806
$18.9K ﹤0.01%
879
-2,511
2807
$18.9K ﹤0.01%
577
+6
2808
$18.9K ﹤0.01%
8,826
2809
$18.9K ﹤0.01%
5,023
-90
2810
$18.8K ﹤0.01%
475
-450
2811
$18.8K ﹤0.01%
406
+4
2812
$18.8K ﹤0.01%
5,089
2813
$18.8K ﹤0.01%
+1,351
2814
$18.7K ﹤0.01%
154
2815
$18.7K ﹤0.01%
3,025
2816
$18.7K ﹤0.01%
268
-28
2817
$18.7K ﹤0.01%
831
-358
2818
$18.6K ﹤0.01%
367
+19
2819
$18.6K ﹤0.01%
+747
2820
$18.6K ﹤0.01%
490
2821
$18.6K ﹤0.01%
944
+6
2822
$18.5K ﹤0.01%
360
2823
$18.5K ﹤0.01%
+675
2824
$18.5K ﹤0.01%
531
2825
$18.4K ﹤0.01%
2,920
+200
111 112
113
114 115