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
1251
$471K ﹤0.01%
20,014
+19,264
1252
$471K ﹤0.01%
45,744
+221
1253
$470K ﹤0.01%
2,764
+34
1254
$468K ﹤0.01%
8,842
-3,813
1255
$468K ﹤0.01%
12,555
+750
1256
$465K ﹤0.01%
12,835
-300
1257
$465K ﹤0.01%
6,071
-680
1258
$462K ﹤0.01%
30,689
+21,025
1259
$457K ﹤0.01%
13,643
1260
$457K ﹤0.01%
18,599
+11,312
1261
$456K ﹤0.01%
9,100
+200
1262
$456K ﹤0.01%
10,010
1263
$455K ﹤0.01%
13,713
-9,763
1264
$450K ﹤0.01%
11,110
-295
1265
$449K ﹤0.01%
34,896
+3,015
1266
$448K ﹤0.01%
2,937
+863
1267
$448K ﹤0.01%
5,353
+447
1268
$447K ﹤0.01%
366,201
+366,187
1269
$446K ﹤0.01%
4,226
+325
1270
$446K ﹤0.01%
46,516
-10,091
1271
$445K ﹤0.01%
16,593
-442
1272
$442K ﹤0.01%
2,940
+5
1273
$439K ﹤0.01%
16,260
-1,597
1274
$438K ﹤0.01%
3,239
-452
1275
$436K ﹤0.01%
1,305
+160
49 50
51
52 53