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
2876
$6.25K ﹤0.01%
600
+500
2877
$6.24K ﹤0.01%
1,300
+210
2878
$6.24K ﹤0.01%
+405
2879
$6.22K ﹤0.01%
+300
2880
$6.21K ﹤0.01%
450
+50
2881
$6.2K ﹤0.01%
309
+231
2882
$6.17K ﹤0.01%
240
2883
$6.15K ﹤0.01%
+500
2884
$6.13K ﹤0.01%
450
2885
$6.09K ﹤0.01%
621
+511
2886
$6.07K ﹤0.01%
80
2887
$6.07K ﹤0.01%
+56
2888
$6.06K ﹤0.01%
1,200
2889
$6.05K ﹤0.01%
200
2890
$6.03K ﹤0.01%
595
-47
2891
$6.01K ﹤0.01%
284
-4
2892
$5.99K ﹤0.01%
+425
2893
$5.97K ﹤0.01%
250
2894
$5.95K ﹤0.01%
110
2895
$5.95K ﹤0.01%
352
+300
2896
$5.94K ﹤0.01%
269
-622
2897
$5.92K ﹤0.01%
247
2898
$5.9K ﹤0.01%
67
2899
$5.9K ﹤0.01%
+2,000
2900
$5.84K ﹤0.01%
300
114 115
116
117 118