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
2951
$13.2K ﹤0.01%
1,132
-7,675
2952
$13.2K ﹤0.01%
222
2953
$13.1K ﹤0.01%
1,865
2954
$13.1K ﹤0.01%
1,235
2955
$13K ﹤0.01%
847
+174
2956
$13K ﹤0.01%
750
2957
$13K ﹤0.01%
257
-14
2958
$12.9K ﹤0.01%
800
+300
2959
$12.9K ﹤0.01%
1,737
-3,200
2960
$12.9K ﹤0.01%
260
2961
$12.9K ﹤0.01%
408
-11,772
2962
$12.8K ﹤0.01%
+446
2963
$12.8K ﹤0.01%
1,160
2964
$12.7K ﹤0.01%
113
2965
$12.7K ﹤0.01%
290
2966
$12.7K ﹤0.01%
1,965
+1,000
2967
$12.7K ﹤0.01%
+2,000
2968
$12.7K ﹤0.01%
290
-1,379
2969
$12.7K ﹤0.01%
500
-387
2970
$12.6K ﹤0.01%
300
2971
$12.6K ﹤0.01%
1,041
+20
2972
$12.6K ﹤0.01%
196
+1
2973
$12.5K ﹤0.01%
250
2974
$12.4K ﹤0.01%
406
2975
$12.4K ﹤0.01%
+1,200
117 118
119
120 121