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
1226
$491K ﹤0.01%
16,412
+15,512
1227
$490K ﹤0.01%
5,373
+205
1228
$488K ﹤0.01%
7,500
+169
1229
$488K ﹤0.01%
7,363
+602
1230
$488K ﹤0.01%
57,556
+46
1231
$487K ﹤0.01%
10,562
+311
1232
$486K ﹤0.01%
19,315
+1,161
1233
$485K ﹤0.01%
32,163
-1,400
1234
$484K ﹤0.01%
8,353
-259
1235
$483K ﹤0.01%
5,789
1236
$483K ﹤0.01%
11,786
-55,481
1237
$482K ﹤0.01%
20,059
+19,229
1238
$482K ﹤0.01%
5,980
+60
1239
$480K ﹤0.01%
29,140
-2,250
1240
$478K ﹤0.01%
12,350
+1,408
1241
$478K ﹤0.01%
23,434
+409
1242
$478K ﹤0.01%
3,423
+2,596
1243
$477K ﹤0.01%
31,479
+30,779
1244
$476K ﹤0.01%
2,162
+115
1245
$476K ﹤0.01%
4,855
+424
1246
$475K ﹤0.01%
10,285
-4,767
1247
$474K ﹤0.01%
29,672
-204
1248
$474K ﹤0.01%
7,182
1249
$474K ﹤0.01%
20,164
+6,039
1250
$472K ﹤0.01%
5,558
-610
48 49
50
51 52