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
3301
$5.64K ﹤0.01%
700
-283
3302
$5.64K ﹤0.01%
170
3303
$5.63K ﹤0.01%
+500
3304
$5.62K ﹤0.01%
37
-40
3305
$5.62K ﹤0.01%
375
3306
$5.58K ﹤0.01%
250
3307
$5.57K ﹤0.01%
1,000
3308
$5.56K ﹤0.01%
126
3309
$5.45K ﹤0.01%
268
3310
$5.4K ﹤0.01%
250
3311
$5.38K ﹤0.01%
116
3312
$5.38K ﹤0.01%
536
-133
3313
$5.37K ﹤0.01%
+228
3314
$5.32K ﹤0.01%
100
3315
$5.29K ﹤0.01%
450
3316
$5.29K ﹤0.01%
2,149
+1,041
3317
$5.29K ﹤0.01%
180
3318
$5.27K ﹤0.01%
529
3319
$5.27K ﹤0.01%
20
-294
3320
$5.26K ﹤0.01%
58
-547
3321
$5.22K ﹤0.01%
528
3322
$5.21K ﹤0.01%
500
-2,450
3323
$5.21K ﹤0.01%
123
3324
$5.18K ﹤0.01%
206
-175
3325
$5.17K ﹤0.01%
91
131 132
133
134 135