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
1476
$281K ﹤0.01%
5,519
-239
1477
$281K ﹤0.01%
1,378
+324
1478
$281K ﹤0.01%
4,073
+200
1479
$281K ﹤0.01%
762
+62
1480
$280K ﹤0.01%
4,087
+655
1481
$280K ﹤0.01%
5,384
+4,778
1482
$279K ﹤0.01%
3,672
+246
1483
$279K ﹤0.01%
7,331
+1,902
1484
$279K ﹤0.01%
7,120
-731
1485
$279K ﹤0.01%
2,123
+249
1486
$277K ﹤0.01%
8,088
-783
1487
$276K ﹤0.01%
8,770
+3,298
1488
$276K ﹤0.01%
1,050
1489
$275K ﹤0.01%
9,994
1490
$275K ﹤0.01%
4,253
-272
1491
$275K ﹤0.01%
1,108
-170
1492
$274K ﹤0.01%
12,768
+12,018
1493
$273K ﹤0.01%
1,578
+111
1494
$273K ﹤0.01%
7,575
+5,750
1495
$273K ﹤0.01%
6,118
-396
1496
$273K ﹤0.01%
10,311
+65
1497
$273K ﹤0.01%
3,100
+107
1498
$272K ﹤0.01%
8,890
-852
1499
$272K ﹤0.01%
10,630
1500
$271K ﹤0.01%
6,939
58 59
60
61 62