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
3051
$10.5K ﹤0.01%
105
-279
3052
$10.5K ﹤0.01%
1,000
3053
$10.5K ﹤0.01%
400
3054
$10.4K ﹤0.01%
1,202
+14
3055
$10.4K ﹤0.01%
+2,757
3056
$10.4K ﹤0.01%
485
-7
3057
$10.4K ﹤0.01%
237
3058
$10.3K ﹤0.01%
502
-199
3059
$10.3K ﹤0.01%
+600
3060
$10.3K ﹤0.01%
200
3061
$10.3K ﹤0.01%
1,287
+11
3062
$10.2K ﹤0.01%
562
+412
3063
$10.2K ﹤0.01%
+200
3064
$10.2K ﹤0.01%
160
3065
$10.2K ﹤0.01%
150
-2,250
3066
$10.2K ﹤0.01%
473
-41
3067
$10.2K ﹤0.01%
835
+2
3068
$10.1K ﹤0.01%
163
3069
$10.1K ﹤0.01%
1,000
3070
$10.1K ﹤0.01%
400
3071
$10K ﹤0.01%
+332
3072
$10K ﹤0.01%
200
3073
$9.97K ﹤0.01%
179
-459
3074
$9.95K ﹤0.01%
352
3075
$9.89K ﹤0.01%
6,318
121 122
123
124 125