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
3351
$4.74K ﹤0.01%
663
+400
3352
$4.72K ﹤0.01%
95
3353
$4.72K ﹤0.01%
1,200
3354
$4.66K ﹤0.01%
200
3355
$4.59K ﹤0.01%
+192
3356
$4.56K ﹤0.01%
1,500
-500
3357
$4.53K ﹤0.01%
1,133
3358
$4.52K ﹤0.01%
215
+2
3359
$4.5K ﹤0.01%
+600
3360
$4.47K ﹤0.01%
200
3361
$4.45K ﹤0.01%
116
3362
$4.43K ﹤0.01%
94
-136
3363
$4.43K ﹤0.01%
185
3364
$4.41K ﹤0.01%
200
3365
$4.4K ﹤0.01%
119
3366
$4.35K ﹤0.01%
1,500
3367
$4.33K ﹤0.01%
81
3368
$4.33K ﹤0.01%
240
-143
3369
$4.33K ﹤0.01%
22
3370
$4.33K ﹤0.01%
176
3371
$4.3K ﹤0.01%
102
-150
3372
$4.3K ﹤0.01%
120
3373
$4.29K ﹤0.01%
250
3374
$4.27K ﹤0.01%
87
3375
$4.26K ﹤0.01%
+98
133 134
135
136 137