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

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
2551
$14.2K ﹤0.01%
354
+109
2552
$14.2K ﹤0.01%
1,697
+23
2553
$14.2K ﹤0.01%
600
2554
$14.1K ﹤0.01%
+183
2555
$14.1K ﹤0.01%
944
-707
2556
$14.1K ﹤0.01%
163
+94
2557
$14.1K ﹤0.01%
+5,000
2558
$14.1K ﹤0.01%
450
2559
$14K ﹤0.01%
799
2560
$14K ﹤0.01%
6,712
+20
2561
$14K ﹤0.01%
533
2562
$13.9K ﹤0.01%
799
2563
$13.9K ﹤0.01%
1,267
2564
$13.8K ﹤0.01%
975
+775
2565
$13.7K ﹤0.01%
178
2566
$13.7K ﹤0.01%
1,107
+19
2567
$13.7K ﹤0.01%
1,381
2568
$13.5K ﹤0.01%
3,500
2569
$13.5K ﹤0.01%
930
2570
$13.4K ﹤0.01%
+1,265
2571
$13.4K ﹤0.01%
501
-92
2572
$13.3K ﹤0.01%
440
2573
$13.3K ﹤0.01%
213
+163
2574
$13.3K ﹤0.01%
529
2575
$13.3K ﹤0.01%
1,800