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
3701
$1.05K ﹤0.01%
55
3702
$1.04K ﹤0.01%
73
3703
$1.04K ﹤0.01%
1,000
3704
$1.04K ﹤0.01%
2
3705
$1.04K ﹤0.01%
22
3706
$1.01K ﹤0.01%
12
3707
$1.01K ﹤0.01%
100
3708
$1.01K ﹤0.01%
200
3709
$1.01K ﹤0.01%
37
3710
$1.01K ﹤0.01%
13
-80
3711
$994 ﹤0.01%
20
3712
$991 ﹤0.01%
29
-1
3713
$980 ﹤0.01%
1,000
-2,700
3714
$977 ﹤0.01%
100
3715
$971 ﹤0.01%
24
3716
$968 ﹤0.01%
13
3717
$964 ﹤0.01%
13
3718
$954 ﹤0.01%
3
3719
$946 ﹤0.01%
304
3720
$945 ﹤0.01%
18
3721
$936 ﹤0.01%
300
3722
$935 ﹤0.01%
+32
3723
$925 ﹤0.01%
31
3724
$915 ﹤0.01%
31
-365
3725
$904 ﹤0.01%
172
+24
147 148
149
150 151