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
2851
$6.72K ﹤0.01%
294
2852
$6.72K ﹤0.01%
1,371
2853
$6.7K ﹤0.01%
620
2854
$6.69K ﹤0.01%
76
+32
2855
$6.68K ﹤0.01%
87
+22
2856
$6.66K ﹤0.01%
142
2857
$6.65K ﹤0.01%
443
+209
2858
$6.63K ﹤0.01%
87
+12
2859
$6.55K ﹤0.01%
1,900
2860
$6.54K ﹤0.01%
68
2861
$6.51K ﹤0.01%
266
2862
$6.5K ﹤0.01%
159
-10
2863
$6.5K ﹤0.01%
2,000
2864
$6.48K ﹤0.01%
+141
2865
$6.45K ﹤0.01%
162
2866
$6.43K ﹤0.01%
1,649
2867
$6.42K ﹤0.01%
57
-4
2868
$6.42K ﹤0.01%
230
-27
2869
$6.38K ﹤0.01%
+65
2870
$6.35K ﹤0.01%
+76
2871
$6.32K ﹤0.01%
252
-8,607
2872
$6.32K ﹤0.01%
266
2873
$6.28K ﹤0.01%
+65
2874
$6.27K ﹤0.01%
205
2875
$6.25K ﹤0.01%
1,500
-900
113 114
115
116 117