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
3651
$1.41K ﹤0.01%
35
-77
3652
$1.39K ﹤0.01%
96
3653
$1.38K ﹤0.01%
7
-11
3654
$1.37K ﹤0.01%
149
+2
3655
$1.36K ﹤0.01%
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3656
$1.36K ﹤0.01%
71
3657
$1.36K ﹤0.01%
47
-630
3658
$1.35K ﹤0.01%
400
3659
$1.35K ﹤0.01%
110
3660
$1.33K ﹤0.01%
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3661
$1.33K ﹤0.01%
34
-116
3662
$1.33K ﹤0.01%
400
3663
$1.32K ﹤0.01%
59
3664
$1.32K ﹤0.01%
100
-200
3665
$1.31K ﹤0.01%
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3666
$1.31K ﹤0.01%
227
-601
3667
$1.28K ﹤0.01%
+125
3668
$1.27K ﹤0.01%
12
3669
$1.26K ﹤0.01%
35
3670
$1.26K ﹤0.01%
72
3671
$1.22K ﹤0.01%
20
3672
$1.21K ﹤0.01%
18
3673
$1.21K ﹤0.01%
450
3674
$1.2K ﹤0.01%
44
-199
3675
$1.2K ﹤0.01%
52
145 146
147
148 149