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
3476
$3.09K ﹤0.01%
400
3477
$3.07K ﹤0.01%
90
3478
$3.06K ﹤0.01%
350
3479
$3.05K ﹤0.01%
347
-10
3480
$3.05K ﹤0.01%
31
3481
$3.05K ﹤0.01%
200
3482
$3.04K ﹤0.01%
106
3483
$3.04K ﹤0.01%
1,863
3484
$3.03K ﹤0.01%
151
3485
$3.02K ﹤0.01%
119
3486
$3K ﹤0.01%
250
3487
$3K ﹤0.01%
600
3488
$2.98K ﹤0.01%
77
3489
$2.97K ﹤0.01%
100
-600
3490
$2.95K ﹤0.01%
175
3491
$2.95K ﹤0.01%
61
3492
$2.94K ﹤0.01%
250
3493
$2.91K ﹤0.01%
284
3494
$2.88K ﹤0.01%
226
-205
3495
$2.87K ﹤0.01%
287
3496
$2.87K ﹤0.01%
138
3497
$2.87K ﹤0.01%
435
+57
3498
$2.86K ﹤0.01%
216
-118
3499
$2.85K ﹤0.01%
1,000
3500
$2.84K ﹤0.01%
231
138 139
140
141 142