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
276
$8.33M 0.07%
169,387
+53,498
277
$8.32M 0.07%
300,979
+254,896
278
$8.26M 0.07%
35,679
+1,287
279
$8.24M 0.07%
111,961
-631
280
$8.19M 0.07%
222,604
-5,208
281
$8.17M 0.07%
119,801
+18,064
282
$8.13M 0.07%
49,387
+1,236
283
$8.04M 0.07%
205,322
-14,546
284
$8.03M 0.07%
168,928
-840
285
$8.02M 0.07%
54,726
+350
286
$8.01M 0.07%
37,877
+5,871
287
$7.99M 0.07%
133,198
+7,327
288
$7.99M 0.07%
121,833
+68,226
289
$7.94M 0.07%
256,224
+13,781
290
$7.94M 0.07%
72,174
+1,786
291
$7.92M 0.07%
120,476
+22,717
292
$7.89M 0.07%
132,056
+11,539
293
$7.86M 0.07%
468,794
+50,545
294
$7.83M 0.07%
160,372
+829
295
$7.74M 0.07%
364,837
+27,124
296
$7.73M 0.07%
148,780
+30,105
297
$7.72M 0.07%
149,995
+2,443
298
$7.64M 0.07%
236,021
+33,359
299
$7.58M 0.07%
137,567
-3,517
300
$7.52M 0.07%
184,794
-3,084
10 11
12
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