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
2351
$52.1K ﹤0.01%
1,107
2352
$52.1K ﹤0.01%
583
-9
2353
$52.1K ﹤0.01%
904
2354
$51.9K ﹤0.01%
2,736
-156
2355
$51.8K ﹤0.01%
790
2356
$51.6K ﹤0.01%
100
2357
$51.5K ﹤0.01%
+2,650
2358
$51.5K ﹤0.01%
811
+229
2359
$51.3K ﹤0.01%
1,037
2360
$51.3K ﹤0.01%
1,300
-2,500
2361
$51.2K ﹤0.01%
4,909
+52
2362
$51.2K ﹤0.01%
6,000
2363
$51.2K ﹤0.01%
1,916
2364
$51.2K ﹤0.01%
1,250
-600
2365
$51K ﹤0.01%
973
+67
2366
$51K ﹤0.01%
272
-2
2367
$50.8K ﹤0.01%
3,362
2368
$50.6K ﹤0.01%
1,538
+6
2369
$50.5K ﹤0.01%
35,062
-2,100
2370
$50.3K ﹤0.01%
2,489
2371
$50.3K ﹤0.01%
3,813
2372
$50.2K ﹤0.01%
1,889
+130
2373
$50.1K ﹤0.01%
6,298
+1,985
2374
$50K ﹤0.01%
2,250
2375
$49.3K ﹤0.01%
770
93 94
95
96 97