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
2276
$60K ﹤0.01%
1,464
+112
2277
$59.9K ﹤0.01%
2,807
2278
$59.8K ﹤0.01%
3,677
-323
2279
$59.7K ﹤0.01%
1,533
+1,078
2280
$59.6K ﹤0.01%
1,022
2281
$59.6K ﹤0.01%
1,705
2282
$59.6K ﹤0.01%
1,359
2283
$59.5K ﹤0.01%
2,588
2284
$59.5K ﹤0.01%
2,191
+858
2285
$59.4K ﹤0.01%
1,796
-2,511
2286
$59.2K ﹤0.01%
899
-149
2287
$59.1K ﹤0.01%
1,221
2288
$59K ﹤0.01%
2,830
-1,162
2289
$58.8K ﹤0.01%
2,799
+100
2290
$58.7K ﹤0.01%
1,276
-995
2291
$58.4K ﹤0.01%
2,119
-372
2292
$58.3K ﹤0.01%
1,069
-177
2293
$58.2K ﹤0.01%
1,006
+35
2294
$58.2K ﹤0.01%
194
+2
2295
$57.8K ﹤0.01%
13,832
+6,400
2296
$57.7K ﹤0.01%
1,054
-76
2297
$57.7K ﹤0.01%
969
-83
2298
$57.5K ﹤0.01%
2,363
2299
$57.5K ﹤0.01%
1,148
2300
$57.5K ﹤0.01%
2,269
90 91
92
93 94