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
2901
$15.1K ﹤0.01%
664
-231
2902
$15.1K ﹤0.01%
+300
2903
$15.1K ﹤0.01%
200
2904
$15.1K ﹤0.01%
417
+400
2905
$15.1K ﹤0.01%
175
2906
$15K ﹤0.01%
+516
2907
$15K ﹤0.01%
3,110
2908
$15K ﹤0.01%
2,109
2909
$14.9K ﹤0.01%
590
-589
2910
$14.9K ﹤0.01%
599
2911
$14.7K ﹤0.01%
991
+142
2912
$14.7K ﹤0.01%
1,261
+261
2913
$14.6K ﹤0.01%
78
2914
$14.5K ﹤0.01%
20,000
2915
$14.5K ﹤0.01%
2,636
2916
$14.4K ﹤0.01%
250
2917
$14.4K ﹤0.01%
750
-139
2918
$14.4K ﹤0.01%
1,560
+449
2919
$14.3K ﹤0.01%
338
+111
2920
$14.3K ﹤0.01%
+665
2921
$14.3K ﹤0.01%
553
+195
2922
$14.2K ﹤0.01%
1,046
-850
2923
$14.2K ﹤0.01%
2,000
2924
$14.2K ﹤0.01%
439
2925
$14.2K ﹤0.01%
500
115 116
117
118 119