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
2376
$49.2K ﹤0.01%
812
-59
2377
$49K ﹤0.01%
1,440
+579
2378
$49K ﹤0.01%
5,395
-432
2379
$48.9K ﹤0.01%
1,010
-73
2380
$48.9K ﹤0.01%
1,784
+26
2381
$48.7K ﹤0.01%
1,400
2382
$48.6K ﹤0.01%
5,039
2383
$48.5K ﹤0.01%
2,124
2384
$48.4K ﹤0.01%
806
2385
$48.2K ﹤0.01%
766
+29
2386
$48.2K ﹤0.01%
2,409
-4,594
2387
$48.2K ﹤0.01%
1,616
2388
$48.1K ﹤0.01%
3,600
+600
2389
$48.1K ﹤0.01%
1,370
2390
$48K ﹤0.01%
7,516
2391
$48K ﹤0.01%
35,535
-2,135
2392
$47.9K ﹤0.01%
339
-18
2393
$47.8K ﹤0.01%
1,219
-197
2394
$47.8K ﹤0.01%
9,728
2395
$47.7K ﹤0.01%
307
2396
$47.6K ﹤0.01%
872
-43
2397
$47.5K ﹤0.01%
1,156
-1,000
2398
$47.5K ﹤0.01%
3,456
+93
2399
$47.3K ﹤0.01%
511
-14
2400
$47.3K ﹤0.01%
2,841
+154
94 95
96
97 98