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
3901
$48 ﹤0.01%
20
-230
3902
$48 ﹤0.01%
+14
3903
$41 ﹤0.01%
21
3904
$36 ﹤0.01%
28
+18
3905
$36 ﹤0.01%
+11
3906
$35 ﹤0.01%
+5
3907
$35 ﹤0.01%
+30
3908
$34 ﹤0.01%
9
3909
$34 ﹤0.01%
50
+5
3910
$33 ﹤0.01%
5
3911
$32 ﹤0.01%
4
3912
$32 ﹤0.01%
61
3913
$32 ﹤0.01%
+35
3914
$30 ﹤0.01%
50
3915
$29 ﹤0.01%
1
-5
3916
$28 ﹤0.01%
+44
3917
$28 ﹤0.01%
4
3918
$27 ﹤0.01%
3
3919
$27 ﹤0.01%
3
3920
$27 ﹤0.01%
+3
3921
$27 ﹤0.01%
+2
3922
$26 ﹤0.01%
+17
3923
$25 ﹤0.01%
+17
3924
$25 ﹤0.01%
25
3925
$24 ﹤0.01%
3
155 156
157
158 159