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
701
$1.75M 0.02%
28,452
-328,573
702
$1.75M 0.02%
19,260
+5,867
703
$1.74M 0.02%
61,432
-398
704
$1.74M 0.02%
26,296
-2,728
705
$1.73M 0.02%
8,050
+292
706
$1.73M 0.02%
63,822
-10,195
707
$1.73M 0.02%
20,180
+633
708
$1.72M 0.02%
94,198
+8,187
709
$1.71M 0.02%
12,585
+389
710
$1.71M 0.02%
26,481
-234
711
$1.71M 0.02%
39,164
-730
712
$1.7M 0.02%
15,247
+1,694
713
$1.69M 0.02%
58,976
714
$1.68M 0.01%
7,021
+580
715
$1.68M 0.01%
29,413
+978
716
$1.68M 0.01%
66,975
+59,325
717
$1.68M 0.01%
29,638
+2,550
718
$1.67M 0.01%
+64,874
719
$1.66M 0.01%
53,197
-224
720
$1.66M 0.01%
8,225
+12
721
$1.66M 0.01%
21,834
-1,415
722
$1.65M 0.01%
8,255
+2,442
723
$1.65M 0.01%
136,801
+14,008
724
$1.65M 0.01%
17,968
-170
725
$1.65M 0.01%
8,183
-26
27 28
29
30 31