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
751
$1.55M 0.01%
19,941
-4,589
752
$1.55M 0.01%
34,134
-250
753
$1.54M 0.01%
34,196
+343
754
$1.54M 0.01%
82,323
+1,333
755
$1.53M 0.01%
149,819
+144,127
756
$1.53M 0.01%
15,111
+4,760
757
$1.53M 0.01%
3,166
-926
758
$1.52M 0.01%
31,082
+97
759
$1.52M 0.01%
37,405
-48,725
760
$1.51M 0.01%
9,480
+1,292
761
$1.51M 0.01%
33,582
-20,190
762
$1.51M 0.01%
13,543
+2,513
763
$1.51M 0.01%
28,259
+28,194
764
$1.51M 0.01%
30,264
+17,420
765
$1.5M 0.01%
12,543
+140
766
$1.49M 0.01%
18,958
+2,053
767
$1.49M 0.01%
16,550
+1,251
768
$1.49M 0.01%
48,111
+22,299
769
$1.49M 0.01%
34,570
+726
770
$1.48M 0.01%
41,118
-1,544
771
$1.48M 0.01%
29,058
-3,960
772
$1.48M 0.01%
6,558
+173
773
$1.48M 0.01%
33,141
+10,820
774
$1.47M 0.01%
16,161
-5,577
775
$1.46M 0.01%
111,070
+4,475
29 30
31
32 33