SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $17.4B
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.4B
AUM Growth
+$892M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,642
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$17.6M
3
+$16.8M
4
TSLA icon
Tesla
TSLA
+$14.5M
5
GNOV icon
FT Vest US Equity Moderate Buffer ETF November
GNOV
+$13.8M

Top Sells

1
+$23.9M
2
+$15.6M
3
+$13.3M
4
GJUN icon
FT Vest US Equity Moderate Buffer ETF June
GJUN
+$12.8M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$11.6M

Sector Composition

1 Technology 15.65%
2 Consumer Discretionary 6.62%
3 Financials 6.47%
4 Healthcare 6.06%
5 Industrials 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$16.8K ﹤0.01%
181
2477
$16.8K ﹤0.01%
554
+442
2478
$16.7K ﹤0.01%
220
+164
2479
$16.7K ﹤0.01%
500
2480
$16.7K ﹤0.01%
1,671
2481
$16.6K ﹤0.01%
2,700
-2,200
2482
$16.6K ﹤0.01%
400
2483
$16.6K ﹤0.01%
1,626
+26
2484
$16.5K ﹤0.01%
385
2485
$16.5K ﹤0.01%
1,186
+8
2486
$16.5K ﹤0.01%
136
2487
$16.5K ﹤0.01%
347
2488
$16.4K ﹤0.01%
700
2489
$16.4K ﹤0.01%
602
2490
$16.4K ﹤0.01%
783
2491
$16.4K ﹤0.01%
474
-24
2492
$16.3K ﹤0.01%
300
+75
2493
$16.3K ﹤0.01%
175
2494
$16.3K ﹤0.01%
2,935
-1,404
2495
$16.3K ﹤0.01%
890
-1,830
2496
$16.3K ﹤0.01%
11
-4
2497
$16.3K ﹤0.01%
200
2498
$16.2K ﹤0.01%
361
+230
2499
$16.2K ﹤0.01%
897
-1,966
2500
$16.2K ﹤0.01%
335
-482
98 99
100
101 102