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
2501
$16.1K ﹤0.01%
2,000
2502
$16.1K ﹤0.01%
1,372
-334
2503
$16.1K ﹤0.01%
3,506
-476
2504
$16.1K ﹤0.01%
825
-5,022
2505
$16K ﹤0.01%
325
+275
2506
$16K ﹤0.01%
+135
2507
$15.9K ﹤0.01%
1,992
+22
2508
$15.9K ﹤0.01%
290
2509
$15.9K ﹤0.01%
259
2510
$15.9K ﹤0.01%
400
2511
$15.8K ﹤0.01%
2,300
2512
$15.8K ﹤0.01%
622
2513
$15.7K ﹤0.01%
+360
2514
$15.7K ﹤0.01%
500
-1,600
2515
$15.6K ﹤0.01%
421
+3
2516
$15.6K ﹤0.01%
90
2517
$15.6K ﹤0.01%
151
2518
$15.5K ﹤0.01%
250
2519
$15.4K ﹤0.01%
2,500
2520
$15.4K ﹤0.01%
+1,162
2521
$15.3K ﹤0.01%
250
2522
$15.3K ﹤0.01%
722
-3,622
2523
$15.2K ﹤0.01%
127
+70
2524
$15.1K ﹤0.01%
+818
2525
$15.1K ﹤0.01%
650
99 100
101
102 103