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
1726
$172K ﹤0.01%
7,684
+1,026
1727
$171K ﹤0.01%
7,602
-1,659
1728
$169K ﹤0.01%
6,778
+4,586
1729
$169K ﹤0.01%
4,139
-254
1730
$169K ﹤0.01%
35,380
+15,000
1731
$169K ﹤0.01%
1,106
-12
1732
$169K ﹤0.01%
15,560
+4,949
1733
$168K ﹤0.01%
3,728
-9
1734
$168K ﹤0.01%
6,847
-300
1735
$168K ﹤0.01%
2,113
+931
1736
$168K ﹤0.01%
20,076
-3,515
1737
$168K ﹤0.01%
13,208
+8,348
1738
$168K ﹤0.01%
3,443
1739
$166K ﹤0.01%
29,558
+4,043
1740
$166K ﹤0.01%
8,266
1741
$166K ﹤0.01%
6,544
-476
1742
$166K ﹤0.01%
8,070
+7,454
1743
$165K ﹤0.01%
9,779
-157
1744
$165K ﹤0.01%
1,114
-85
1745
$165K ﹤0.01%
2,680
-89
1746
$163K ﹤0.01%
6,834
+48
1747
$163K ﹤0.01%
+6,656
1748
$162K ﹤0.01%
3,022
-153
1749
$162K ﹤0.01%
3,057
-117
1750
$162K ﹤0.01%
2,233
-548
68 69
70
71 72