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
2651
$11.3K ﹤0.01%
499
2652
$11.3K ﹤0.01%
736
+361
2653
$11.3K ﹤0.01%
+1,000
2654
$11.2K ﹤0.01%
206
2655
$11.2K ﹤0.01%
230
2656
$11.2K ﹤0.01%
600
2657
$11.2K ﹤0.01%
+232
2658
$11.2K ﹤0.01%
250
2659
$11.2K ﹤0.01%
1,188
2660
$11.2K ﹤0.01%
1,000
2661
$11.1K ﹤0.01%
300
2662
$11.1K ﹤0.01%
700
2663
$11K ﹤0.01%
1,000
2664
$11K ﹤0.01%
225
2665
$11K ﹤0.01%
200
2666
$10.9K ﹤0.01%
903
2667
$10.9K ﹤0.01%
382
-236
2668
$10.9K ﹤0.01%
763
-31
2669
$10.9K ﹤0.01%
2,000
-100
2670
$10.8K ﹤0.01%
1,200
-700
2671
$10.8K ﹤0.01%
198
2672
$10.8K ﹤0.01%
350
2673
$10.8K ﹤0.01%
448
+379
2674
$10.7K ﹤0.01%
1,728
2675
$10.7K ﹤0.01%
165
105 106
107
108 109