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
3451
$3.3K ﹤0.01%
597
3452
$3.3K ﹤0.01%
+75
3453
$3.28K ﹤0.01%
81
-248
3454
$3.25K ﹤0.01%
100
3455
$3.23K ﹤0.01%
500
3456
$3.22K ﹤0.01%
428
+18
3457
$3.22K ﹤0.01%
2,000
3458
$3.22K ﹤0.01%
87
3459
$3.21K ﹤0.01%
158
+7
3460
$3.21K ﹤0.01%
+1,000
3461
$3.21K ﹤0.01%
+2,788
3462
$3.2K ﹤0.01%
1,800
3463
$3.19K ﹤0.01%
24
-53
3464
$3.19K ﹤0.01%
2,055
-80
3465
$3.18K ﹤0.01%
91
3466
$3.17K ﹤0.01%
40
3467
$3.17K ﹤0.01%
225
+47
3468
$3.17K ﹤0.01%
28
3469
$3.15K ﹤0.01%
1,100
+100
3470
$3.14K ﹤0.01%
115
3471
$3.1K ﹤0.01%
277
3472
$3.1K ﹤0.01%
400
3473
$3.1K ﹤0.01%
100
3474
$3.1K ﹤0.01%
118
3475
$3.1K ﹤0.01%
638
-8
137 138
139
140 141