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
2926
$14.1K ﹤0.01%
400
2927
$14K ﹤0.01%
+900
2928
$14K ﹤0.01%
4,000
2929
$13.9K ﹤0.01%
900
2930
$13.9K ﹤0.01%
188
+16
2931
$13.8K ﹤0.01%
473
+446
2932
$13.8K ﹤0.01%
456
-109
2933
$13.8K ﹤0.01%
169
2934
$13.7K ﹤0.01%
156
2935
$13.7K ﹤0.01%
875
2936
$13.7K ﹤0.01%
2,717
-9,606
2937
$13.7K ﹤0.01%
44
2938
$13.6K ﹤0.01%
+1,115
2939
$13.6K ﹤0.01%
396
2940
$13.6K ﹤0.01%
868
2941
$13.6K ﹤0.01%
350
2942
$13.5K ﹤0.01%
200
-430
2943
$13.5K ﹤0.01%
242
-173
2944
$13.4K ﹤0.01%
401
2945
$13.4K ﹤0.01%
108
2946
$13.4K ﹤0.01%
1,500
2947
$13.4K ﹤0.01%
76
+11
2948
$13.3K ﹤0.01%
548
+202
2949
$13.2K ﹤0.01%
799
2950
$13.2K ﹤0.01%
320
116 117
118
119 120