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
2176
$74.9K ﹤0.01%
1,423
+15
2177
$74.8K ﹤0.01%
2,031
2178
$74.5K ﹤0.01%
571
+5
2179
$74.3K ﹤0.01%
3,172
+3,136
2180
$74.2K ﹤0.01%
+1,025
2181
$74.1K ﹤0.01%
5,677
+3,916
2182
$74.1K ﹤0.01%
2,615
-547
2183
$74K ﹤0.01%
5,810
2184
$73.8K ﹤0.01%
5,000
2185
$73.5K ﹤0.01%
3,587
2186
$72.9K ﹤0.01%
22,077
+8,240
2187
$72.5K ﹤0.01%
1,287
+499
2188
$72.4K ﹤0.01%
982
-199
2189
$72.4K ﹤0.01%
2,587
+617
2190
$72.2K ﹤0.01%
18,960
+3,867
2191
$72.2K ﹤0.01%
707
-1,546
2192
$72K ﹤0.01%
2,077
+2
2193
$71.5K ﹤0.01%
738
-15,447
2194
$71.3K ﹤0.01%
5,227
-2,825
2195
$71.3K ﹤0.01%
4,545
+3,295
2196
$70.9K ﹤0.01%
8,903
+8,124
2197
$70.9K ﹤0.01%
2,737
+250
2198
$70.6K ﹤0.01%
1,339
2199
$70.6K ﹤0.01%
1,965
2200
$70K ﹤0.01%
+1,935
86 87
88
89 90