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
3201
$7.4K ﹤0.01%
1,101
+101
3202
$7.4K ﹤0.01%
+404
3203
$7.37K ﹤0.01%
114
-6
3204
$7.36K ﹤0.01%
1,291
3205
$7.35K ﹤0.01%
185
+150
3206
$7.35K ﹤0.01%
1,000
3207
$7.35K ﹤0.01%
250
3208
$7.33K ﹤0.01%
1,000
3209
$7.32K ﹤0.01%
402
-870
3210
$7.32K ﹤0.01%
541
-1,107
3211
$7.28K ﹤0.01%
458
-50
3212
$7.28K ﹤0.01%
121
3213
$7.27K ﹤0.01%
108
+56
3214
$7.26K ﹤0.01%
274
-36
3215
$7.26K ﹤0.01%
199
+70
3216
$7.21K ﹤0.01%
500
3217
$7.17K ﹤0.01%
131
-18
3218
$7.16K ﹤0.01%
923
-49
3219
$7.16K ﹤0.01%
281
+67
3220
$7.13K ﹤0.01%
41
3221
$7.08K ﹤0.01%
2,000
3222
$7.08K ﹤0.01%
100
3223
$7.05K ﹤0.01%
438
3224
$7.03K ﹤0.01%
1,275
+206
3225
$7.01K ﹤0.01%
286
127 128
129
130 131