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
1426
$311K ﹤0.01%
13,401
+8,845
1427
$310K ﹤0.01%
7,891
+7,521
1428
$309K ﹤0.01%
1,038
-43
1429
$308K ﹤0.01%
9,194
-4,936
1430
$307K ﹤0.01%
16,641
+751
1431
$307K ﹤0.01%
2,459
+1,125
1432
$307K ﹤0.01%
10,172
+1,254
1433
$306K ﹤0.01%
3,807
-575
1434
$306K ﹤0.01%
5,782
-735
1435
$306K ﹤0.01%
3,031
+2,117
1436
$306K ﹤0.01%
3,485
-1,112
1437
$306K ﹤0.01%
1,608
1438
$306K ﹤0.01%
30,854
+1,387
1439
$305K ﹤0.01%
5,416
+5
1440
$305K ﹤0.01%
8,878
-1,386
1441
$303K ﹤0.01%
18,751
+687
1442
$303K ﹤0.01%
7,160
-150
1443
$302K ﹤0.01%
6,000
1444
$302K ﹤0.01%
6,540
-597
1445
$301K ﹤0.01%
7,395
-898
1446
$301K ﹤0.01%
7,414
+231
1447
$301K ﹤0.01%
7,269
-486
1448
$299K ﹤0.01%
7,703
1449
$299K ﹤0.01%
8,948
-826
1450
$299K ﹤0.01%
1,822
56 57
58
59 60