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
2701
$10.2K ﹤0.01%
70
+40
2702
$10.2K ﹤0.01%
100
2703
$10.1K ﹤0.01%
282
-52
2704
$10.1K ﹤0.01%
+102
2705
$10.1K ﹤0.01%
+500
2706
$10.1K ﹤0.01%
600
2707
$10.1K ﹤0.01%
213
+207
2708
$10.1K ﹤0.01%
634
-1,005
2709
$10K ﹤0.01%
+500
2710
$10K ﹤0.01%
1,500
2711
$10K ﹤0.01%
400
-400
2712
$10K ﹤0.01%
162
-819
2713
$10K ﹤0.01%
+296
2714
$10K ﹤0.01%
4,000
2715
$9.94K ﹤0.01%
600
-20
2716
$9.92K ﹤0.01%
387
2717
$9.89K ﹤0.01%
55
-7
2718
$9.76K ﹤0.01%
+2,000
2719
$9.74K ﹤0.01%
928
-2,937
2720
$9.74K ﹤0.01%
283
2721
$9.74K ﹤0.01%
17,000
2722
$9.72K ﹤0.01%
+346
2723
$9.7K ﹤0.01%
400
+100
2724
$9.67K ﹤0.01%
46
2725
$9.67K ﹤0.01%
119
107 108
109
110 111