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
801
$1.33M 0.01%
2,861
-99
802
$1.33M 0.01%
15,041
-272
803
$1.32M 0.01%
70,458
-3,400
804
$1.32M 0.01%
21,755
+4,988
805
$1.31M 0.01%
3,971
-718
806
$1.31M 0.01%
60,240
+7,226
807
$1.3M 0.01%
36,916
808
$1.3M 0.01%
8,592
-251
809
$1.29M 0.01%
19,088
-9,418
810
$1.28M 0.01%
29,594
-150
811
$1.28M 0.01%
41,493
812
$1.28M 0.01%
11,816
-13,796
813
$1.28M 0.01%
17,938
+927
814
$1.28M 0.01%
88,320
+19,506
815
$1.28M 0.01%
2,164
-741
816
$1.27M 0.01%
49,933
-44,642
817
$1.27M 0.01%
42,693
+25,250
818
$1.27M 0.01%
11,112
-1,138
819
$1.26M 0.01%
2,476
+14
820
$1.26M 0.01%
92,740
+7,795
821
$1.25M 0.01%
10,367
-2,169
822
$1.25M 0.01%
3,389
-198
823
$1.24M 0.01%
53,917
-2,573
824
$1.24M 0.01%
20,626
-2,073
825
$1.24M 0.01%
6,557
-155
31 32
33
34 35