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
3151
$8.25K ﹤0.01%
197
-37
3152
$8.24K ﹤0.01%
165
3153
$8.15K ﹤0.01%
293
3154
$8.14K ﹤0.01%
+104
3155
$8.13K ﹤0.01%
168
-210
3156
$8.04K ﹤0.01%
138
-251
3157
$8.02K ﹤0.01%
1,561
+23
3158
$8.02K ﹤0.01%
92
3159
$8.02K ﹤0.01%
303
3160
$8.01K ﹤0.01%
211
+22
3161
$8.01K ﹤0.01%
5,760
3162
$8K ﹤0.01%
1,165
3163
$8K ﹤0.01%
242
3164
$7.99K ﹤0.01%
758
-2,842
3165
$7.96K ﹤0.01%
500
3166
$7.95K ﹤0.01%
136
-196
3167
$7.92K ﹤0.01%
659
3168
$7.89K ﹤0.01%
62
3169
$7.88K ﹤0.01%
168
-16
3170
$7.88K ﹤0.01%
555
3171
$7.88K ﹤0.01%
53
3172
$7.85K ﹤0.01%
867
-1,277
3173
$7.83K ﹤0.01%
150
-311
3174
$7.83K ﹤0.01%
600
3175
$7.82K ﹤0.01%
94
+54
125 126
127
128 129