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
2851
$17.2K ﹤0.01%
679
-133
2852
$17.2K ﹤0.01%
457
-132
2853
$17.1K ﹤0.01%
513
2854
$17.1K ﹤0.01%
648
+257
2855
$17.1K ﹤0.01%
339
2856
$17.1K ﹤0.01%
213
-50
2857
$17K ﹤0.01%
1,174
-457
2858
$17K ﹤0.01%
433
2859
$17K ﹤0.01%
10,234
-59
2860
$17K ﹤0.01%
476
+93
2861
$16.9K ﹤0.01%
639
+221
2862
$16.8K ﹤0.01%
361
+336
2863
$16.7K ﹤0.01%
98
2864
$16.7K ﹤0.01%
187
2865
$16.6K ﹤0.01%
304
2866
$16.6K ﹤0.01%
431
2867
$16.5K ﹤0.01%
+130
2868
$16.5K ﹤0.01%
82
-9,634
2869
$16.4K ﹤0.01%
400
-300
2870
$16.4K ﹤0.01%
788
-460
2871
$16.3K ﹤0.01%
104
-387
2872
$16.3K ﹤0.01%
2,161
-1,550
2873
$16.3K ﹤0.01%
262
2874
$16.2K ﹤0.01%
2,889
2875
$16.2K ﹤0.01%
1,562
113 114
115
116 117