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
1526
$256K ﹤0.01%
10,273
-275
1527
$256K ﹤0.01%
10,118
+2,123
1528
$256K ﹤0.01%
8,034
+1,300
1529
$255K ﹤0.01%
13,771
-14,762
1530
$255K ﹤0.01%
10,371
-39
1531
$255K ﹤0.01%
16,414
-4,733
1532
$254K ﹤0.01%
3,540
-100
1533
$254K ﹤0.01%
437
-104
1534
$254K ﹤0.01%
6,545
-1,670
1535
$254K ﹤0.01%
4,364
-126
1536
$253K ﹤0.01%
7,273
1537
$253K ﹤0.01%
13,294
+736
1538
$251K ﹤0.01%
7,858
-8,234
1539
$251K ﹤0.01%
718
-40
1540
$250K ﹤0.01%
2,246
-710
1541
$250K ﹤0.01%
4,174
-545
1542
$249K ﹤0.01%
5,376
1543
$249K ﹤0.01%
9,302
+403
1544
$249K ﹤0.01%
3,344
+1,689
1545
$249K ﹤0.01%
1,551
-2,109
1546
$248K ﹤0.01%
10,407
1547
$247K ﹤0.01%
6,167
-426
1548
$247K ﹤0.01%
12,640
+772
1549
$247K ﹤0.01%
3,544
-490
1550
$246K ﹤0.01%
3,054
-258
60 61
62
63 64