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
3526
$2.59K ﹤0.01%
32
3527
$2.59K ﹤0.01%
58
-639
3528
$2.59K ﹤0.01%
100
3529
$2.58K ﹤0.01%
50
3530
$2.56K ﹤0.01%
31
3531
$2.55K ﹤0.01%
89
+27
3532
$2.54K ﹤0.01%
69
3533
$2.53K ﹤0.01%
35
3534
$2.52K ﹤0.01%
100
3535
$2.52K ﹤0.01%
51
-578
3536
$2.49K ﹤0.01%
130
3537
$2.49K ﹤0.01%
283
+89
3538
$2.48K ﹤0.01%
36
-4
3539
$2.47K ﹤0.01%
18
3540
$2.44K ﹤0.01%
353
3541
$2.44K ﹤0.01%
139
+84
3542
$2.43K ﹤0.01%
201
3543
$2.43K ﹤0.01%
201
-190
3544
$2.43K ﹤0.01%
+1,991
3545
$2.43K ﹤0.01%
2,500
3546
$2.4K ﹤0.01%
96
-961
3547
$2.39K ﹤0.01%
15
-215
3548
$2.38K ﹤0.01%
+300
3549
$2.38K ﹤0.01%
300
3550
$2.36K ﹤0.01%
100
140 141
142
143 144