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
2076
$89K ﹤0.01%
544
-3,042
2077
$89K ﹤0.01%
1,313
-232
2078
$88.9K ﹤0.01%
5,831
-75
2079
$88.9K ﹤0.01%
3,380
2080
$88.8K ﹤0.01%
1,144
+185
2081
$88.6K ﹤0.01%
+918
2082
$88.5K ﹤0.01%
13,214
+1,465
2083
$88.5K ﹤0.01%
720
+50
2084
$88K ﹤0.01%
3,670
2085
$88K ﹤0.01%
465
+6
2086
$87.6K ﹤0.01%
415
2087
$87.5K ﹤0.01%
388
+331
2088
$87.5K ﹤0.01%
3,635
2089
$87.4K ﹤0.01%
1,679
-240
2090
$87.4K ﹤0.01%
11,954
+509
2091
$87.4K ﹤0.01%
2,694
+440
2092
$87.1K ﹤0.01%
2,794
+178
2093
$87.1K ﹤0.01%
5,149
2094
$86.8K ﹤0.01%
326
-440
2095
$86.6K ﹤0.01%
1,780
-200
2096
$86.2K ﹤0.01%
1,483
+311
2097
$85.8K ﹤0.01%
2,016
-4
2098
$85.5K ﹤0.01%
+2,970
2099
$85.4K ﹤0.01%
9,000
+2,200
2100
$85.2K ﹤0.01%
734
+25
82 83
84
85 86