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
3826
$346 ﹤0.01%
15
3827
$341 ﹤0.01%
1,500
3828
$340 ﹤0.01%
25
3829
$331 ﹤0.01%
+1
3830
$325 ﹤0.01%
19
3831
$322 ﹤0.01%
10
3832
$320 ﹤0.01%
+123
3833
$303 ﹤0.01%
13
3834
$297 ﹤0.01%
32
3835
$296 ﹤0.01%
13
3836
$286 ﹤0.01%
405
3837
$282 ﹤0.01%
100
3838
$278 ﹤0.01%
43
-57
3839
$275 ﹤0.01%
129
-68
3840
$275 ﹤0.01%
+603
3841
$274 ﹤0.01%
+200
3842
$270 ﹤0.01%
+408
3843
$267 ﹤0.01%
3
-1
3844
$264 ﹤0.01%
9
3845
$255 ﹤0.01%
258
-135
3846
$250 ﹤0.01%
+7
3847
$245 ﹤0.01%
+50
3848
$243 ﹤0.01%
19
-17
3849
$242 ﹤0.01%
10
3850
$238 ﹤0.01%
22
152 153
154
155 156