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
2801
$7.78K ﹤0.01%
114
+14
2802
$7.77K ﹤0.01%
166
-5
2803
$7.75K ﹤0.01%
1,007
2804
$7.67K ﹤0.01%
64
+14
2805
$7.66K ﹤0.01%
1,630
2806
$7.64K ﹤0.01%
1,058
-999
2807
$7.61K ﹤0.01%
100
2808
$7.6K ﹤0.01%
218
2809
$7.58K ﹤0.01%
104
2810
$7.57K ﹤0.01%
703
2811
$7.53K ﹤0.01%
+133
2812
$7.51K ﹤0.01%
51
2813
$7.49K ﹤0.01%
100
2814
$7.47K ﹤0.01%
551
+140
2815
$7.45K ﹤0.01%
506
2816
$7.45K ﹤0.01%
50
2817
$7.41K ﹤0.01%
750
2818
$7.4K ﹤0.01%
212
-152
2819
$7.35K ﹤0.01%
350
2820
$7.34K ﹤0.01%
144
2821
$7.27K ﹤0.01%
770
2822
$7.26K ﹤0.01%
75
2823
$7.26K ﹤0.01%
150
-143
2824
$7.23K ﹤0.01%
3,000
2825
$7.2K ﹤0.01%
669
111 112
113
114 115