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
3676
$1.2K ﹤0.01%
16
-39
3677
$1.2K ﹤0.01%
2,100
3678
$1.19K ﹤0.01%
36
3679
$1.19K ﹤0.01%
54
3680
$1.19K ﹤0.01%
36
-48
3681
$1.18K ﹤0.01%
239
-300
3682
$1.17K ﹤0.01%
400
3683
$1.16K ﹤0.01%
18
3684
$1.15K ﹤0.01%
+66
3685
$1.15K ﹤0.01%
106
3686
$1.14K ﹤0.01%
45
+24
3687
$1.13K ﹤0.01%
15
3688
$1.13K ﹤0.01%
27
3689
$1.12K ﹤0.01%
+26
3690
$1.11K ﹤0.01%
117
3691
$1.1K ﹤0.01%
113
3692
$1.1K ﹤0.01%
1,000
3693
$1.09K ﹤0.01%
19
3694
$1.09K ﹤0.01%
75
3695
$1.09K ﹤0.01%
42
3696
$1.09K ﹤0.01%
31
3697
$1.07K ﹤0.01%
53
3698
$1.05K ﹤0.01%
55
3699
$1.05K ﹤0.01%
+20
3700
$1.05K ﹤0.01%
+250
146 147
148
149 150