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
1676
$190K ﹤0.01%
4,751
-42
1677
$190K ﹤0.01%
16,485
+640
1678
$189K ﹤0.01%
4,940
+721
1679
$189K ﹤0.01%
+3,813
1680
$189K ﹤0.01%
18,919
-6,934
1681
$188K ﹤0.01%
8,806
+4,894
1682
$187K ﹤0.01%
3,094
-115
1683
$187K ﹤0.01%
4,840
+565
1684
$186K ﹤0.01%
303
+11
1685
$185K ﹤0.01%
1,996
-57
1686
$185K ﹤0.01%
3,814
+15
1687
$185K ﹤0.01%
15,235
1688
$185K ﹤0.01%
+7,307
1689
$184K ﹤0.01%
12,995
+7,578
1690
$183K ﹤0.01%
16,635
-4,979
1691
$182K ﹤0.01%
3,421
-19
1692
$182K ﹤0.01%
1,327
1693
$182K ﹤0.01%
4,663
+3,852
1694
$181K ﹤0.01%
5,985
-1,131
1695
$181K ﹤0.01%
3,190
-1,851
1696
$181K ﹤0.01%
6,543
-1,024
1697
$181K ﹤0.01%
12,575
-1,643
1698
$180K ﹤0.01%
13,648
+406
1699
$180K ﹤0.01%
+3,600
1700
$180K ﹤0.01%
7,996
66 67
68
69 70