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
3751
$744 ﹤0.01%
21
3752
$738 ﹤0.01%
+14
3753
$734 ﹤0.01%
+31
3754
$731 ﹤0.01%
24
3755
$720 ﹤0.01%
6
3756
$710 ﹤0.01%
29
3757
$706 ﹤0.01%
10
3758
$703 ﹤0.01%
+37
3759
$688 ﹤0.01%
120
3760
$683 ﹤0.01%
8
+2
3761
$675 ﹤0.01%
8
3762
$671 ﹤0.01%
+26
3763
$652 ﹤0.01%
42
3764
$651 ﹤0.01%
35
3765
$650 ﹤0.01%
1,000
-1,000
3766
$631 ﹤0.01%
505
+5
3767
$631 ﹤0.01%
53
3768
$630 ﹤0.01%
600
3769
$628 ﹤0.01%
9
-835
3770
$627 ﹤0.01%
+13
3771
$624 ﹤0.01%
22
3772
$621 ﹤0.01%
31
3773
$620 ﹤0.01%
+19
3774
$614 ﹤0.01%
10
3775
$609 ﹤0.01%
525
149 150
151
152 153