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
2426
$44.8K ﹤0.01%
1,155
2427
$44.8K ﹤0.01%
1,705
+300
2428
$44.4K ﹤0.01%
237
-1
2429
$44.4K ﹤0.01%
2,103
+1,872
2430
$44.3K ﹤0.01%
1,900
2431
$44.3K ﹤0.01%
1,432
2432
$44.3K ﹤0.01%
807
-42
2433
$44.2K ﹤0.01%
789
-10
2434
$44.1K ﹤0.01%
1,620
2435
$44.1K ﹤0.01%
562
-17
2436
$43.9K ﹤0.01%
1,650
2437
$43.9K ﹤0.01%
1,988
2438
$43.7K ﹤0.01%
273
-81
2439
$43.6K ﹤0.01%
2,398
-1,075
2440
$43.6K ﹤0.01%
241
+7
2441
$43.6K ﹤0.01%
2,516
+402
2442
$43.5K ﹤0.01%
2,976
+1,559
2443
$43.5K ﹤0.01%
2,812
+106
2444
$43.5K ﹤0.01%
4,317
-4
2445
$43.4K ﹤0.01%
6,835
2446
$43.4K ﹤0.01%
5,200
2447
$43.3K ﹤0.01%
313
-4
2448
$43.1K ﹤0.01%
728
-12,654
2449
$43K ﹤0.01%
414
-349
2450
$42.9K ﹤0.01%
496
+16
96 97
98
99 100