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
2976
$12.4K ﹤0.01%
680
+180
2977
$12.2K ﹤0.01%
92
-12
2978
$12.2K ﹤0.01%
250
2979
$12.2K ﹤0.01%
32,807
+6,169
2980
$12.1K ﹤0.01%
+76
2981
$12.1K ﹤0.01%
808
2982
$12.1K ﹤0.01%
457
+11
2983
$12K ﹤0.01%
1,137
2984
$12K ﹤0.01%
172
2985
$12K ﹤0.01%
2,621
2986
$12K ﹤0.01%
248
-2,152
2987
$11.9K ﹤0.01%
346
2988
$11.9K ﹤0.01%
150
2989
$11.9K ﹤0.01%
479
+105
2990
$11.9K ﹤0.01%
2,000
2991
$11.8K ﹤0.01%
1,000
2992
$11.8K ﹤0.01%
93
+1
2993
$11.8K ﹤0.01%
130
+9
2994
$11.8K ﹤0.01%
+1,348
2995
$11.7K ﹤0.01%
1,039
+13
2996
$11.7K ﹤0.01%
816
-26
2997
$11.6K ﹤0.01%
115
2998
$11.6K ﹤0.01%
+439
2999
$11.6K ﹤0.01%
642
3000
$11.6K ﹤0.01%
10,535
+500
118 119
120
121 122