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
2526
$15.1K ﹤0.01%
351
+14
2527
$15K ﹤0.01%
4,730
-125
2528
$15K ﹤0.01%
+1,809
2529
$15K ﹤0.01%
651
2530
$15K ﹤0.01%
1,300
2531
$14.9K ﹤0.01%
216
2532
$14.8K ﹤0.01%
128
+63
2533
$14.8K ﹤0.01%
1,551
2534
$14.8K ﹤0.01%
241
+176
2535
$14.7K ﹤0.01%
583
2536
$14.6K ﹤0.01%
239
-111
2537
$14.6K ﹤0.01%
887
2538
$14.6K ﹤0.01%
+369
2539
$14.6K ﹤0.01%
3,000
2540
$14.6K ﹤0.01%
200
2541
$14.5K ﹤0.01%
300
2542
$14.5K ﹤0.01%
1,875
-875
2543
$14.5K ﹤0.01%
370
+34
2544
$14.5K ﹤0.01%
466
2545
$14.4K ﹤0.01%
300
2546
$14.4K ﹤0.01%
599
-2,050
2547
$14.4K ﹤0.01%
210
2548
$14.4K ﹤0.01%
330
2549
$14.3K ﹤0.01%
431
-12
2550
$14.3K ﹤0.01%
2,273
-4,877
100 101
102
103 104