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
3276
$6.03K ﹤0.01%
57
-94
3277
$6.02K ﹤0.01%
1,899
+785
3278
$6K ﹤0.01%
3,000
3279
$6K ﹤0.01%
+73
3280
$6K ﹤0.01%
1,670
3281
$5.99K ﹤0.01%
+80
3282
$5.96K ﹤0.01%
+437
3283
$5.95K ﹤0.01%
151
3284
$5.92K ﹤0.01%
143
3285
$5.92K ﹤0.01%
200
3286
$5.92K ﹤0.01%
37
3287
$5.92K ﹤0.01%
822
+121
3288
$5.89K ﹤0.01%
1,000
3289
$5.87K ﹤0.01%
+94
3290
$5.86K ﹤0.01%
300
3291
$5.85K ﹤0.01%
1,000
+100
3292
$5.83K ﹤0.01%
36
+21
3293
$5.81K ﹤0.01%
2,525
+2,090
3294
$5.78K ﹤0.01%
+61
3295
$5.77K ﹤0.01%
213
+2
3296
$5.77K ﹤0.01%
118
3297
$5.67K ﹤0.01%
242
+149
3298
$5.66K ﹤0.01%
130
3299
$5.65K ﹤0.01%
717
3300
$5.65K ﹤0.01%
144
130 131
132
133 134