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
2451
$42.7K ﹤0.01%
4,497
+906
2452
$42.6K ﹤0.01%
806
+372
2453
$42.6K ﹤0.01%
1,260
-500
2454
$42.4K ﹤0.01%
670
+104
2455
$42.2K ﹤0.01%
+865
2456
$42.2K ﹤0.01%
1,712
-238
2457
$42.2K ﹤0.01%
1,942
2458
$42.1K ﹤0.01%
849
+82
2459
$42.1K ﹤0.01%
1,030
2460
$42K ﹤0.01%
987
+912
2461
$42K ﹤0.01%
1,976
+379
2462
$41.8K ﹤0.01%
1,837
2463
$41.7K ﹤0.01%
281
+5
2464
$41.7K ﹤0.01%
7,907
-660
2465
$41.6K ﹤0.01%
536
+9
2466
$41.6K ﹤0.01%
574
-126
2467
$41.5K ﹤0.01%
206
-27
2468
$41.5K ﹤0.01%
549
-3
2469
$41.4K ﹤0.01%
1,550
-500
2470
$41.4K ﹤0.01%
323
2471
$41.4K ﹤0.01%
1,741
-48
2472
$41.3K ﹤0.01%
1,166
+7
2473
$41.1K ﹤0.01%
818
2474
$41K ﹤0.01%
685
2475
$40.8K ﹤0.01%
2,444
-24,062
97 98
99
100 101