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
3776
$608 ﹤0.01%
50
3777
$598 ﹤0.01%
24
3778
$595 ﹤0.01%
222
3779
$594 ﹤0.01%
652
+60
3780
$592 ﹤0.01%
+100
3781
$579 ﹤0.01%
87
3782
$575 ﹤0.01%
15
3783
$569 ﹤0.01%
150
3784
$566 ﹤0.01%
32
+1
3785
$562 ﹤0.01%
4
+2
3786
$561 ﹤0.01%
13
3787
$561 ﹤0.01%
+550
3788
$559 ﹤0.01%
68
3789
$550 ﹤0.01%
1,000
3790
$541 ﹤0.01%
10
3791
$540 ﹤0.01%
500
-75
3792
$528 ﹤0.01%
24
3793
$526 ﹤0.01%
+161
3794
$525 ﹤0.01%
50
3795
$522 ﹤0.01%
300
3796
$522 ﹤0.01%
13
3797
$518 ﹤0.01%
7
3798
$514 ﹤0.01%
58
3799
$507 ﹤0.01%
15
3800
$499 ﹤0.01%
82
150 151
152
153 154