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
3501
$2.83K ﹤0.01%
186
-152
3502
$2.82K ﹤0.01%
+150
3503
$2.79K ﹤0.01%
41
-2
3504
$2.78K ﹤0.01%
+130
3505
$2.78K ﹤0.01%
50
3506
$2.77K ﹤0.01%
144
3507
$2.77K ﹤0.01%
231
3508
$2.75K ﹤0.01%
60
+17
3509
$2.75K ﹤0.01%
123
3510
$2.74K ﹤0.01%
2,000
3511
$2.73K ﹤0.01%
+350
3512
$2.69K ﹤0.01%
76
3513
$2.69K ﹤0.01%
+400
3514
$2.68K ﹤0.01%
516
3515
$2.68K ﹤0.01%
55
-50
3516
$2.68K ﹤0.01%
36
3517
$2.65K ﹤0.01%
2,100
-3,000
3518
$2.64K ﹤0.01%
121
3519
$2.63K ﹤0.01%
41
-10
3520
$2.62K ﹤0.01%
200
-1,635
3521
$2.62K ﹤0.01%
125
-658
3522
$2.61K ﹤0.01%
100
3523
$2.6K ﹤0.01%
165
+3
3524
$2.6K ﹤0.01%
17
3525
$2.6K ﹤0.01%
31
139 140
141
142 143