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
951
$920K 0.01%
28,215
+6,428
952
$918K 0.01%
63,513
+19,703
953
$916K 0.01%
27,417
-170
954
$914K 0.01%
15,252
+4,248
955
$912K 0.01%
115,936
+115,430
956
$910K 0.01%
8,042
-300
957
$909K 0.01%
26,796
+2,305
958
$909K 0.01%
44,791
-930
959
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46,636
-13,984
960
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19,026
+1,042
961
$898K 0.01%
26,269
-4,833
962
$895K 0.01%
44,775
+4,656
963
$895K 0.01%
11,093
-706
964
$893K 0.01%
6,627
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965
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2,744
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45,742
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967
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12,060
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968
$889K 0.01%
23,103
-951
969
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86,487
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20,763
-397
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$885K 0.01%
74,759
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972
$876K 0.01%
6,200
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973
$875K 0.01%
22,590
-4,983
974
$873K 0.01%
23,593
+6,543
975
$872K 0.01%
5,906
+2,279
37 38
39
40 41