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
2826
$7.15K ﹤0.01%
111
2827
$7.13K ﹤0.01%
540
2828
$7.12K ﹤0.01%
1,300
2829
$7.12K ﹤0.01%
224
-90
2830
$7.08K ﹤0.01%
84
2831
$7.06K ﹤0.01%
+641
2832
$7.04K ﹤0.01%
500
2833
$7.04K ﹤0.01%
205
2834
$7.03K ﹤0.01%
146
-765
2835
$7.01K ﹤0.01%
90
2836
$7K ﹤0.01%
771
2837
$7K ﹤0.01%
+1,000
2838
$7K ﹤0.01%
200
2839
$6.99K ﹤0.01%
500
2840
$6.98K ﹤0.01%
108
-1,000
2841
$6.96K ﹤0.01%
900
2842
$6.94K ﹤0.01%
535
2843
$6.93K ﹤0.01%
3,500
2844
$6.92K ﹤0.01%
200
2845
$6.91K ﹤0.01%
370
2846
$6.87K ﹤0.01%
47
2847
$6.83K ﹤0.01%
100
2848
$6.83K ﹤0.01%
652
2849
$6.8K ﹤0.01%
120
2850
$6.74K ﹤0.01%
266
112 113
114
115 116