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
2676
$10.6K ﹤0.01%
3,800
2677
$10.6K ﹤0.01%
119
2678
$10.6K ﹤0.01%
473
2679
$10.6K ﹤0.01%
709
2680
$10.6K ﹤0.01%
5,040
+2,000
2681
$10.6K ﹤0.01%
2,270
2682
$10.6K ﹤0.01%
+500
2683
$10.6K ﹤0.01%
700
2684
$10.6K ﹤0.01%
642
2685
$10.5K ﹤0.01%
1,235
2686
$10.5K ﹤0.01%
1,083
-291
2687
$10.5K ﹤0.01%
96
2688
$10.4K ﹤0.01%
1,700
2689
$10.4K ﹤0.01%
773
2690
$10.4K ﹤0.01%
500
2691
$10.4K ﹤0.01%
+92
2692
$10.4K ﹤0.01%
200
2693
$10.4K ﹤0.01%
4,338
2694
$10.3K ﹤0.01%
+403
2695
$10.3K ﹤0.01%
10,375
-23,250
2696
$10.3K ﹤0.01%
122
-30
2697
$10.3K ﹤0.01%
275
2698
$10.2K ﹤0.01%
400
-100
2699
$10.2K ﹤0.01%
167
-5,954
2700
$10.2K ﹤0.01%
+408
106 107
108
109 110