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
601
$2.44M 0.02%
39,783
+1,456
602
$2.43M 0.02%
114,661
-14,992
603
$2.43M 0.02%
20,586
+6,645
604
$2.43M 0.02%
20,328
+619
605
$2.43M 0.02%
49,231
-1,215
606
$2.42M 0.02%
22,919
+286
607
$2.42M 0.02%
34,434
+20,245
608
$2.41M 0.02%
149,193
+11,494
609
$2.4M 0.02%
13,126
+102
610
$2.4M 0.02%
41,883
+10,081
611
$2.39M 0.02%
+97,940
612
$2.39M 0.02%
5,694
-241
613
$2.37M 0.02%
30,100
-363
614
$2.37M 0.02%
13,491
+1,815
615
$2.36M 0.02%
45,832
+23,350
616
$2.36M 0.02%
101,362
+7,579
617
$2.36M 0.02%
51,372
+50,665
618
$2.35M 0.02%
+65,927
619
$2.35M 0.02%
79,280
-3,054
620
$2.34M 0.02%
25,268
+990
621
$2.33M 0.02%
66,837
-1,586
622
$2.33M 0.02%
24,713
+105
623
$2.33M 0.02%
68,066
+608
624
$2.31M 0.02%
61,060
-46,459
625
$2.29M 0.02%
32,852
-769
23 24
25
26 27