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
2151
$77.8K ﹤0.01%
12,556
-1,657
2152
$77.8K ﹤0.01%
5,415
+14
2153
$77.7K ﹤0.01%
932
+897
2154
$77.7K ﹤0.01%
5,383
-768
2155
$77.6K ﹤0.01%
1,606
-23
2156
$77.4K ﹤0.01%
2,542
+60
2157
$77.4K ﹤0.01%
1,203
-42
2158
$77.4K ﹤0.01%
4,890
+150
2159
$77K ﹤0.01%
850
-75
2160
$76.8K ﹤0.01%
1,050
2161
$76.8K ﹤0.01%
5,118
2162
$76.8K ﹤0.01%
862
2163
$76.7K ﹤0.01%
322
+32
2164
$76.6K ﹤0.01%
1,175
+556
2165
$76.6K ﹤0.01%
6,008
+857
2166
$76.3K ﹤0.01%
1,608
+11
2167
$76.2K ﹤0.01%
2,250
+400
2168
$76.1K ﹤0.01%
2,225
+78
2169
$76K ﹤0.01%
1,055
+235
2170
$76K ﹤0.01%
2,083
-49
2171
$75.8K ﹤0.01%
10,229
+60
2172
$75.6K ﹤0.01%
11,340
+4,640
2173
$75.4K ﹤0.01%
1,599
+162
2174
$75.2K ﹤0.01%
677
+399
2175
$75K ﹤0.01%
2,200
85 86
87
88 89