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
1551
$245K ﹤0.01%
24,748
1552
$245K ﹤0.01%
2,648
-37
1553
$245K ﹤0.01%
11,221
-4,361
1554
$245K ﹤0.01%
27,511
+62
1555
$244K ﹤0.01%
765
-207
1556
$243K ﹤0.01%
4,165
-1,127
1557
$242K ﹤0.01%
9,375
-940
1558
$242K ﹤0.01%
4,107
1559
$242K ﹤0.01%
953
-25
1560
$241K ﹤0.01%
2,759
+456
1561
$241K ﹤0.01%
6,213
+3,128
1562
$241K ﹤0.01%
1,355
+15
1563
$240K ﹤0.01%
11,113
+1,788
1564
$239K ﹤0.01%
1,655
-289
1565
$239K ﹤0.01%
1,845
-25
1566
$239K ﹤0.01%
8,537
+8,350
1567
$239K ﹤0.01%
7,662
+3,231
1568
$233K ﹤0.01%
1,958
-2,769
1569
$233K ﹤0.01%
9,273
+3,838
1570
$233K ﹤0.01%
2,174
+276
1571
$233K ﹤0.01%
27,929
+1,229
1572
$232K ﹤0.01%
5,484
1573
$232K ﹤0.01%
813
-231
1574
$232K ﹤0.01%
3,633
+179
1575
$231K ﹤0.01%
2,054
+60
61 62
63
64 65