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
3626
$1.59K ﹤0.01%
100
3627
$1.58K ﹤0.01%
19
3628
$1.57K ﹤0.01%
80
3629
$1.56K ﹤0.01%
576
3630
$1.55K ﹤0.01%
+1,080
3631
$1.55K ﹤0.01%
33
3632
$1.55K ﹤0.01%
482
3633
$1.54K ﹤0.01%
204
3634
$1.54K ﹤0.01%
30
3635
$1.54K ﹤0.01%
80
3636
$1.51K ﹤0.01%
25
-43
3637
$1.5K ﹤0.01%
+1,000
3638
$1.5K ﹤0.01%
50
3639
$1.5K ﹤0.01%
53
3640
$1.5K ﹤0.01%
700
-385
3641
$1.5K ﹤0.01%
140
3642
$1.49K ﹤0.01%
210
+117
3643
$1.48K ﹤0.01%
19
+6
3644
$1.48K ﹤0.01%
87
+3
3645
$1.45K ﹤0.01%
39
3646
$1.44K ﹤0.01%
1,000
3647
$1.42K ﹤0.01%
74
3648
$1.42K ﹤0.01%
+215
3649
$1.42K ﹤0.01%
40
3650
$1.41K ﹤0.01%
11
144 145
146
147 148