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
2576
$13.3K ﹤0.01%
103
+3
2577
$13.3K ﹤0.01%
+75
2578
$13.3K ﹤0.01%
+226
2579
$13.2K ﹤0.01%
684
-66
2580
$13.2K ﹤0.01%
3,723
2581
$13.2K ﹤0.01%
100
2582
$13.2K ﹤0.01%
2,300
-6,250
2583
$13.2K ﹤0.01%
394
2584
$13.1K ﹤0.01%
+250
2585
$13.1K ﹤0.01%
222
2586
$13.1K ﹤0.01%
250
2587
$13.1K ﹤0.01%
390
2588
$13.1K ﹤0.01%
281
2589
$13.1K ﹤0.01%
131
2590
$13.1K ﹤0.01%
6,060
2591
$13.1K ﹤0.01%
346
-39
2592
$13.1K ﹤0.01%
+229
2593
$13K ﹤0.01%
4,850
-1,500
2594
$13K ﹤0.01%
500
2595
$13K ﹤0.01%
335
-57
2596
$13K ﹤0.01%
1,554
2597
$12.9K ﹤0.01%
920
2598
$12.9K ﹤0.01%
1,865
2599
$12.9K ﹤0.01%
733
2600
$12.8K ﹤0.01%
205
102 103
104
105 106