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
3326
$5.17K ﹤0.01%
600
3327
$5.15K ﹤0.01%
177
3328
$5.14K ﹤0.01%
288
+2
3329
$5.14K ﹤0.01%
193
3330
$5.11K ﹤0.01%
125
-128
3331
$5.09K ﹤0.01%
99
3332
$5.06K ﹤0.01%
2,221
3333
$5.03K ﹤0.01%
74
3334
$4.99K ﹤0.01%
91
3335
$4.97K ﹤0.01%
37
3336
$4.96K ﹤0.01%
165
3337
$4.95K ﹤0.01%
92
+18
3338
$4.95K ﹤0.01%
106
3339
$4.94K ﹤0.01%
+100
3340
$4.94K ﹤0.01%
1,809
3341
$4.92K ﹤0.01%
80
3342
$4.91K ﹤0.01%
50
3343
$4.9K ﹤0.01%
28
-1,324
3344
$4.89K ﹤0.01%
136
3345
$4.88K ﹤0.01%
114
3346
$4.85K ﹤0.01%
166
3347
$4.82K ﹤0.01%
373
+73
3348
$4.79K ﹤0.01%
130
3349
$4.79K ﹤0.01%
209
-184
3350
$4.76K ﹤0.01%
69
132 133
134
135 136