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
2751
$8.85K ﹤0.01%
600
2752
$8.84K ﹤0.01%
97
2753
$8.8K ﹤0.01%
575
2754
$8.75K ﹤0.01%
1,000
2755
$8.75K ﹤0.01%
201
+13
2756
$8.72K ﹤0.01%
+100
2757
$8.7K ﹤0.01%
446
2758
$8.7K ﹤0.01%
118
2759
$8.68K ﹤0.01%
62
2760
$8.64K ﹤0.01%
2,255
+200
2761
$8.63K ﹤0.01%
+500
2762
$8.61K ﹤0.01%
229
2763
$8.6K ﹤0.01%
316
+9
2764
$8.59K ﹤0.01%
60
-19
2765
$8.58K ﹤0.01%
86
2766
$8.57K ﹤0.01%
160
2767
$8.56K ﹤0.01%
26
2768
$8.56K ﹤0.01%
400
2769
$8.38K ﹤0.01%
1,000
2770
$8.37K ﹤0.01%
329
2771
$8.37K ﹤0.01%
1,000
+300
2772
$8.35K ﹤0.01%
50
-16
2773
$8.35K ﹤0.01%
1,859
2774
$8.32K ﹤0.01%
132
-126
2775
$8.32K ﹤0.01%
+170
109 110
111
112 113