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
2876
$16K ﹤0.01%
1,122
-2
2877
$16K ﹤0.01%
1,583
-2,540
2878
$16K ﹤0.01%
6,100
-400
2879
$15.9K ﹤0.01%
819
-188
2880
$15.9K ﹤0.01%
2,900
2881
$15.9K ﹤0.01%
5,276
2882
$15.8K ﹤0.01%
501
-15
2883
$15.8K ﹤0.01%
+1,750
2884
$15.7K ﹤0.01%
1,000
2885
$15.7K ﹤0.01%
8,657
2886
$15.6K ﹤0.01%
+5,250
2887
$15.5K ﹤0.01%
648
2888
$15.5K ﹤0.01%
1,000
2889
$15.5K ﹤0.01%
495
2890
$15.4K ﹤0.01%
870
2891
$15.4K ﹤0.01%
1,900
-4,000
2892
$15.4K ﹤0.01%
+4,016
2893
$15.4K ﹤0.01%
536
-24
2894
$15.4K ﹤0.01%
185
+1
2895
$15.3K ﹤0.01%
658
+59
2896
$15.3K ﹤0.01%
+750
2897
$15.2K ﹤0.01%
+693
2898
$15.2K ﹤0.01%
596
2899
$15.2K ﹤0.01%
128
2900
$15.2K ﹤0.01%
206
+41
114 115
116
117 118