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SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $19.6B
1-Year Est. Return 22.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.93%
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 8.05%
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
4001
– –
-140
4002
– –
-40
4003
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-200
4004
– –
-634
4005
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-314
4006
– –
-21,953
4007
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-100
4008
– –
-82
4009
– –
-500
4010
– –
-1,000
4011
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-400
4012
– –
-400
4013
– –
-972
4014
– –
-1,002
4015
– –
-200
4016
– –
-19,200
4017
– –
-97
4018
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-527
4019
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-573
4020
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-258
4021
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-144
4022
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-226
4023
– –
-2,907
4024
– –
-73
4025
– –
-6,000
159 160
161
162 163