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
1751
$162K ﹤0.01%
4,856
-2
1752
$161K ﹤0.01%
18,305
+374
1753
$160K ﹤0.01%
2,482
-100
1754
$160K ﹤0.01%
4,298
+803
1755
$160K ﹤0.01%
2,115
-215
1756
$159K ﹤0.01%
13,978
1757
$159K ﹤0.01%
1,745
-41
1758
$159K ﹤0.01%
5,030
+4,030
1759
$159K ﹤0.01%
2,145
+489
1760
$159K ﹤0.01%
437
+44
1761
$158K ﹤0.01%
4,135
-1,811
1762
$158K ﹤0.01%
2,115
+259
1763
$158K ﹤0.01%
13,407
-70
1764
$157K ﹤0.01%
3,075
-777
1765
$156K ﹤0.01%
3,035
-185
1766
$156K ﹤0.01%
+3,392
1767
$155K ﹤0.01%
11,547
-744
1768
$155K ﹤0.01%
9,000
1769
$155K ﹤0.01%
7,365
-13,608
1770
$155K ﹤0.01%
1,560
+91
1771
$155K ﹤0.01%
3,422
-3,733
1772
$155K ﹤0.01%
1,009
+567
1773
$155K ﹤0.01%
4,058
-413
1774
$154K ﹤0.01%
6,179
-7,803
1775
$154K ﹤0.01%
1,081
-27
69 70
71
72 73