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
1776
$154K ﹤0.01%
14,654
+1,000
1777
$154K ﹤0.01%
5,271
+3,271
1778
$154K ﹤0.01%
7,976
+5,473
1779
$153K ﹤0.01%
2,440
-365
1780
$152K ﹤0.01%
7,477
1781
$151K ﹤0.01%
2,907
-299
1782
$151K ﹤0.01%
13,542
-13,968
1783
$151K ﹤0.01%
81
+4
1784
$151K ﹤0.01%
17,852
+988
1785
$151K ﹤0.01%
7,717
+700
1786
$151K ﹤0.01%
20,760
+550
1787
$151K ﹤0.01%
873
-7
1788
$151K ﹤0.01%
4,337
1789
$150K ﹤0.01%
2,014
-97
1790
$149K ﹤0.01%
2,378
-484,922
1791
$149K ﹤0.01%
2,329
+29
1792
$149K ﹤0.01%
639
-94
1793
$149K ﹤0.01%
881
-84
1794
$149K ﹤0.01%
7,071
+1,536
1795
$148K ﹤0.01%
9,963
+43
1796
$147K ﹤0.01%
3,641
1797
$147K ﹤0.01%
11,684
+3,721
1798
$147K ﹤0.01%
4,268
1799
$147K ﹤0.01%
1,072
-409
1800
$146K ﹤0.01%
2,508
-456
70 71
72
73 74