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
2126
$81.6K ﹤0.01%
+2,000
2127
$81.5K ﹤0.01%
651
-492
2128
$81.4K ﹤0.01%
267
+16
2129
$81.3K ﹤0.01%
1,789
-50
2130
$81.1K ﹤0.01%
3,332
2131
$81K ﹤0.01%
840
+159
2132
$80.8K ﹤0.01%
4,289
+120
2133
$80.6K ﹤0.01%
1,025
+800
2134
$80.3K ﹤0.01%
1,612
+1
2135
$80.3K ﹤0.01%
1,755
2136
$79.8K ﹤0.01%
3,007
+499
2137
$79.8K ﹤0.01%
3,468
2138
$79.6K ﹤0.01%
1,253
+226
2139
$79.6K ﹤0.01%
1,969
-1,639
2140
$79.6K ﹤0.01%
953
+68
2141
$79.5K ﹤0.01%
2,400
2142
$78.9K ﹤0.01%
2,648
+1
2143
$78.8K ﹤0.01%
1,129
-59
2144
$78.8K ﹤0.01%
1,150
2145
$78.6K ﹤0.01%
2,375
2146
$78.4K ﹤0.01%
1,472
-99
2147
$78.2K ﹤0.01%
1,410
2148
$78.1K ﹤0.01%
1,962
+788
2149
$78K ﹤0.01%
1,927
-849
2150
$77.9K ﹤0.01%
3,362
84 85
86
87 88