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
2901
$5.83K ﹤0.01%
400
2902
$5.81K ﹤0.01%
150
2903
$5.79K ﹤0.01%
965
2904
$5.79K ﹤0.01%
57
-1,586
2905
$5.75K ﹤0.01%
94
+4
2906
$5.68K ﹤0.01%
280
+150
2907
$5.67K ﹤0.01%
150
+49
2908
$5.67K ﹤0.01%
797
2909
$5.65K ﹤0.01%
1,600
2910
$5.64K ﹤0.01%
150
2911
$5.63K ﹤0.01%
99
-270
2912
$5.63K ﹤0.01%
34
-185
2913
$5.63K ﹤0.01%
144
2914
$5.62K ﹤0.01%
+101
2915
$5.6K ﹤0.01%
+200
2916
$5.6K ﹤0.01%
600
2917
$5.59K ﹤0.01%
155
-62
2918
$5.58K ﹤0.01%
200
2919
$5.57K ﹤0.01%
60
2920
$5.57K ﹤0.01%
64
2921
$5.53K ﹤0.01%
200
2922
$5.52K ﹤0.01%
143
2923
$5.51K ﹤0.01%
202
+2
2924
$5.48K ﹤0.01%
200
2925
$5.47K ﹤0.01%
500
115 116
117
118 119