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
1451
$299K ﹤0.01%
1,801
+1
1452
$298K ﹤0.01%
16,379
+7,730
1453
$296K ﹤0.01%
6,689
+1,275
1454
$296K ﹤0.01%
2,702
+795
1455
$295K ﹤0.01%
6,403
+1
1456
$294K ﹤0.01%
27,445
+1,700
1457
$293K ﹤0.01%
870
1458
$293K ﹤0.01%
8,407
+21
1459
$293K ﹤0.01%
6,142
-500
1460
$292K ﹤0.01%
7,186
+1,697
1461
$291K ﹤0.01%
+5,799
1462
$291K ﹤0.01%
18,243
+3,212
1463
$290K ﹤0.01%
2,193
-477
1464
$290K ﹤0.01%
5,925
+41
1465
$289K ﹤0.01%
2,503
+39
1466
$288K ﹤0.01%
2,231
+40
1467
$288K ﹤0.01%
10,750
-1,138
1468
$288K ﹤0.01%
+7,655
1469
$287K ﹤0.01%
4,647
-20,751
1470
$287K ﹤0.01%
1,062
+122
1471
$287K ﹤0.01%
13,112
+3,965
1472
$286K ﹤0.01%
6,515
-367
1473
$285K ﹤0.01%
1,784
+73
1474
$284K ﹤0.01%
5,240
+158
1475
$282K ﹤0.01%
24,248
-823
57 58
59
60 61