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
2326
$54.8K ﹤0.01%
679
-361
2327
$54.8K ﹤0.01%
1,897
2328
$54.6K ﹤0.01%
2,750
+488
2329
$54.5K ﹤0.01%
709
+1
2330
$54.5K ﹤0.01%
1,906
2331
$54.2K ﹤0.01%
1,341
-22
2332
$54.2K ﹤0.01%
1,835
-935
2333
$54K ﹤0.01%
6,024
+5,238
2334
$53.9K ﹤0.01%
+6,452
2335
$53.7K ﹤0.01%
584
-71
2336
$53.7K ﹤0.01%
703
2337
$53.6K ﹤0.01%
3,228
+212
2338
$53.2K ﹤0.01%
1,229
2339
$53.2K ﹤0.01%
2,651
-12
2340
$52.9K ﹤0.01%
1,096
+596
2341
$52.8K ﹤0.01%
411
+147
2342
$52.8K ﹤0.01%
2,250
2343
$52.7K ﹤0.01%
+1,000
2344
$52.7K ﹤0.01%
1,482
2345
$52.7K ﹤0.01%
1,278
2346
$52.7K ﹤0.01%
11,940
2347
$52.5K ﹤0.01%
1,099
+486
2348
$52.5K ﹤0.01%
460
2349
$52.3K ﹤0.01%
1,070
2350
$52.2K ﹤0.01%
5,220
+167
92 93
94
95 96