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
2601
$12.8K ﹤0.01%
160
2602
$12.8K ﹤0.01%
2,064
+1,234
2603
$12.8K ﹤0.01%
595
2604
$12.7K ﹤0.01%
300
2605
$12.7K ﹤0.01%
485
-19
2606
$12.7K ﹤0.01%
401
2607
$12.7K ﹤0.01%
550
2608
$12.7K ﹤0.01%
525
2609
$12.6K ﹤0.01%
+255
2610
$12.6K ﹤0.01%
227
2611
$12.5K ﹤0.01%
439
2612
$12.5K ﹤0.01%
+969
2613
$12.4K ﹤0.01%
721
-50
2614
$12.4K ﹤0.01%
200
2615
$12.4K ﹤0.01%
675
2616
$12.4K ﹤0.01%
+1,000
2617
$12.3K ﹤0.01%
+475
2618
$12.3K ﹤0.01%
103
+1
2619
$12.2K ﹤0.01%
800
2620
$12.2K ﹤0.01%
185
2621
$12.2K ﹤0.01%
400
2622
$12K ﹤0.01%
+388
2623
$11.9K ﹤0.01%
500
2624
$11.9K ﹤0.01%
188
-20
2625
$11.9K ﹤0.01%
200
-300
103 104
105
106 107