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
1126
$617K 0.01%
7,895
-2,166
1127
$615K 0.01%
12,078
+6,328
1128
$615K 0.01%
19,916
1129
$614K 0.01%
+24,481
1130
$613K 0.01%
47,781
+169
1131
$612K 0.01%
3,952
-233
1132
$610K 0.01%
48,480
+10,430
1133
$605K 0.01%
23,854
-1,971
1134
$605K 0.01%
4,693
+2,713
1135
$604K 0.01%
6,000
1136
$604K 0.01%
27,373
+4,343
1137
$603K 0.01%
15,771
+2,845
1138
$602K 0.01%
13,188
-105,098
1139
$602K 0.01%
4,365
-1,502
1140
$602K 0.01%
+7,160
1141
$601K 0.01%
12,370
+822
1142
$600K 0.01%
16,479
+319
1143
$599K 0.01%
9,733
-183
1144
$599K 0.01%
3,494
+3
1145
$598K 0.01%
5,343
1146
$598K 0.01%
28,076
-1,191
1147
$595K 0.01%
21,138
+8,213
1148
$594K 0.01%
16,677
-1,531
1149
$593K 0.01%
1,716
-696
1150
$591K 0.01%
23,125
+2,895
44 45
46
47 48