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
2776
$8.31K ﹤0.01%
+108
2777
$8.29K ﹤0.01%
+1,295
2778
$8.21K ﹤0.01%
4,690
-1,835
2779
$8.19K ﹤0.01%
344
+5
2780
$8.18K ﹤0.01%
+1,295
2781
$8.18K ﹤0.01%
543
2782
$8.17K ﹤0.01%
+300
2783
$8.12K ﹤0.01%
500
-300
2784
$8.11K ﹤0.01%
659
2785
$8.11K ﹤0.01%
193
2786
$8.1K ﹤0.01%
3,000
2787
$8.09K ﹤0.01%
+87
2788
$8.05K ﹤0.01%
775
-6,225
2789
$8.02K ﹤0.01%
279
-7
2790
$8.02K ﹤0.01%
1,600
2791
$7.95K ﹤0.01%
1,000
2792
$7.94K ﹤0.01%
+2,250
2793
$7.94K ﹤0.01%
150
-400
2794
$7.93K ﹤0.01%
150
2795
$7.92K ﹤0.01%
9,000
2796
$7.89K ﹤0.01%
+311
2797
$7.88K ﹤0.01%
280
-687
2798
$7.86K ﹤0.01%
1,000
2799
$7.84K ﹤0.01%
270
2800
$7.82K ﹤0.01%
4,800
110 111
112
113 114