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
3226
$7.01K ﹤0.01%
148
-230
3227
$7K ﹤0.01%
331
3228
$6.98K ﹤0.01%
950
3229
$6.93K ﹤0.01%
275
3230
$6.92K ﹤0.01%
1,108
3231
$6.91K ﹤0.01%
84
3232
$6.89K ﹤0.01%
1,263
+612
3233
$6.88K ﹤0.01%
1,000
-1,700
3234
$6.85K ﹤0.01%
300
3235
$6.85K ﹤0.01%
128
3236
$6.84K ﹤0.01%
283
-46
3237
$6.82K ﹤0.01%
300
3238
$6.81K ﹤0.01%
225
3239
$6.77K ﹤0.01%
156
3240
$6.75K ﹤0.01%
+82
3241
$6.74K ﹤0.01%
150
3242
$6.71K ﹤0.01%
325
-595
3243
$6.69K ﹤0.01%
149
3244
$6.66K ﹤0.01%
94
-170
3245
$6.64K ﹤0.01%
266
3246
$6.63K ﹤0.01%
67
3247
$6.62K ﹤0.01%
273
-4,914
3248
$6.62K ﹤0.01%
407
-5
3249
$6.6K ﹤0.01%
150
3250
$6.59K ﹤0.01%
129
+28
128 129
130
131 132