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
2401
$47.3K ﹤0.01%
2,000
2402
$47K ﹤0.01%
1,113
+394
2403
$47K ﹤0.01%
501
2404
$47K ﹤0.01%
4,848
2405
$46.9K ﹤0.01%
471
2406
$46.9K ﹤0.01%
16,053
+9,428
2407
$46.7K ﹤0.01%
2,062
-218
2408
$46.7K ﹤0.01%
+1,070
2409
$46.6K ﹤0.01%
+7,000
2410
$46.4K ﹤0.01%
2,000
2411
$46.3K ﹤0.01%
1,225
+100
2412
$46.2K ﹤0.01%
377
+100
2413
$46.1K ﹤0.01%
+1,109
2414
$46K ﹤0.01%
24,607
+36
2415
$46K ﹤0.01%
7,578
2416
$46K ﹤0.01%
6,100
-317
2417
$45.9K ﹤0.01%
6,551
+142
2418
$45.9K ﹤0.01%
5,641
2419
$45.9K ﹤0.01%
+900
2420
$45.7K ﹤0.01%
1,081
-507
2421
$45.5K ﹤0.01%
3,607
-2,800
2422
$45.3K ﹤0.01%
1,139
-234
2423
$45.2K ﹤0.01%
631
+80
2424
$45K ﹤0.01%
1,577
2425
$45K ﹤0.01%
1,150
+150
95 96
97
98 99