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
1276
$436K ﹤0.01%
16,528
+7,416
1277
$435K ﹤0.01%
37,182
-442
1278
$433K ﹤0.01%
16,574
+14,157
1279
$433K ﹤0.01%
23,541
+125
1280
$431K ﹤0.01%
19,266
-3,067
1281
$431K ﹤0.01%
2,744
-13
1282
$430K ﹤0.01%
18,109
+729
1283
$430K ﹤0.01%
2,352
+1,110
1284
$429K ﹤0.01%
5,566
1285
$429K ﹤0.01%
13,843
+5,126
1286
$429K ﹤0.01%
6,474
+2,691
1287
$429K ﹤0.01%
9,262
-837
1288
$427K ﹤0.01%
44,617
-152,229
1289
$426K ﹤0.01%
10,084
+8,755
1290
$425K ﹤0.01%
27,559
+2,300
1291
$424K ﹤0.01%
3,546
+40
1292
$421K ﹤0.01%
9,332
1293
$419K ﹤0.01%
32,049
+42
1294
$419K ﹤0.01%
2,111
+459
1295
$419K ﹤0.01%
11,339
+4,289
1296
$417K ﹤0.01%
27,340
-30,450
1297
$417K ﹤0.01%
8,952
+5,043
1298
$415K ﹤0.01%
16,234
-382
1299
$414K ﹤0.01%
12,723
+6,770
1300
$412K ﹤0.01%
5,062
+486
50 51
52
53 54