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
676
$1.87M 0.02%
9,935
-2,671
677
$1.87M 0.02%
42,808
-773
678
$1.86M 0.02%
36,162
+7,512
679
$1.85M 0.02%
37,492
+24,504
680
$1.84M 0.02%
13,228
-351
681
$1.84M 0.02%
10,758
-376
682
$1.83M 0.02%
+74,096
683
$1.83M 0.02%
19,309
+1,050
684
$1.82M 0.02%
31,327
-2,233
685
$1.82M 0.02%
16,454
-178
686
$1.82M 0.02%
46,914
-1,992
687
$1.81M 0.02%
79,036
-3,894
688
$1.81M 0.02%
7,800
+1,133
689
$1.8M 0.02%
13,911
+4,742
690
$1.8M 0.02%
18,721
+12
691
$1.8M 0.02%
46,687
-7,944
692
$1.79M 0.02%
64,748
693
$1.78M 0.02%
14,934
-703
694
$1.78M 0.02%
58,526
-13,294
695
$1.78M 0.02%
5,946
+1,051
696
$1.77M 0.02%
+69,469
697
$1.77M 0.02%
33,420
+2,193
698
$1.76M 0.02%
67,418
-3,300
699
$1.76M 0.02%
63,150
+24,560
700
$1.75M 0.02%
42,104
+28,076
26 27
28
29 30