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
476
$3.72M 0.03%
38,446
+1,104
477
$3.67M 0.03%
49,954
+4,893
478
$3.66M 0.03%
15,105
+927
479
$3.66M 0.03%
36,489
+4,307
480
$3.63M 0.03%
28,366
+46
481
$3.62M 0.03%
8,431
+373
482
$3.59M 0.03%
32,082
+2,506
483
$3.58M 0.03%
31,187
+20,444
484
$3.56M 0.03%
28,582
-9,281
485
$3.55M 0.03%
14,392
+217
486
$3.55M 0.03%
49,877
+9,833
487
$3.55M 0.03%
66,265
+12,438
488
$3.53M 0.03%
15,275
+682
489
$3.53M 0.03%
90,440
+85,196
490
$3.52M 0.03%
33,901
-1,305
491
$3.52M 0.03%
63,428
+3,455
492
$3.51M 0.03%
113,792
+12,580
493
$3.51M 0.03%
6,200
-1,430
494
$3.49M 0.03%
31,671
+7,090
495
$3.48M 0.03%
57,486
-1,212
496
$3.47M 0.03%
69,380
+1,082
497
$3.45M 0.03%
54,150
+3,547
498
$3.44M 0.03%
50,845
+296
499
$3.42M 0.03%
67,577
+4,115
500
$3.42M 0.03%
91,352
-8,825
18 19
20
21 22