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
2301
$57.4K ﹤0.01%
753
+340
2302
$57.3K ﹤0.01%
1,481
2303
$57.2K ﹤0.01%
800
2304
$57.1K ﹤0.01%
+1,702
2305
$57K ﹤0.01%
601
-18
2306
$56.7K ﹤0.01%
2,800
2307
$56.7K ﹤0.01%
1,300
2308
$56.6K ﹤0.01%
2,682
+1
2309
$56.6K ﹤0.01%
5,700
2310
$56.5K ﹤0.01%
1,287
+105
2311
$56.1K ﹤0.01%
1,021
+617
2312
$56K ﹤0.01%
987
-1,501
2313
$56K ﹤0.01%
1,570
2314
$55.8K ﹤0.01%
1,489
+409
2315
$55.8K ﹤0.01%
775
+575
2316
$55.7K ﹤0.01%
525
-51
2317
$55.6K ﹤0.01%
2,310
2318
$55.6K ﹤0.01%
+2,000
2319
$55.4K ﹤0.01%
2,307
2320
$55.4K ﹤0.01%
2,525
+13
2321
$55.3K ﹤0.01%
7,105
+2,626
2322
$55.2K ﹤0.01%
25,671
2323
$55.2K ﹤0.01%
3,505
+14
2324
$55.1K ﹤0.01%
+1,178
2325
$54.9K ﹤0.01%
1,550
91 92
93
94 95