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
2726
$9.61K ﹤0.01%
172
2727
$9.59K ﹤0.01%
422
-209
2728
$9.59K ﹤0.01%
+203
2729
$9.58K ﹤0.01%
+254
2730
$9.52K ﹤0.01%
101
+27
2731
$9.51K ﹤0.01%
100
2732
$9.49K ﹤0.01%
272
2733
$9.48K ﹤0.01%
+206
2734
$9.43K ﹤0.01%
+200
2735
$9.42K ﹤0.01%
+200
2736
$9.33K ﹤0.01%
479
+27
2737
$9.26K ﹤0.01%
1,000
2738
$9.24K ﹤0.01%
634
2739
$9.2K ﹤0.01%
+22
2740
$9.13K ﹤0.01%
+375
2741
$9.09K ﹤0.01%
200
2742
$9.08K ﹤0.01%
482
2743
$9.03K ﹤0.01%
560
-312
2744
$9.03K ﹤0.01%
+115
2745
$8.98K ﹤0.01%
+220
2746
$8.98K ﹤0.01%
190
2747
$8.93K ﹤0.01%
225
2748
$8.91K ﹤0.01%
1,545
-47
2749
$8.88K ﹤0.01%
700
-300
2750
$8.85K ﹤0.01%
5,000
108 109
110
111 112