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
2926
$5.46K ﹤0.01%
114
+81
2927
$5.46K ﹤0.01%
10
2928
$5.38K ﹤0.01%
865
-3,414
2929
$5.37K ﹤0.01%
493
-149
2930
$5.36K ﹤0.01%
191
+2
2931
$5.36K ﹤0.01%
150
2932
$5.33K ﹤0.01%
790
2933
$5.31K ﹤0.01%
+66
2934
$5.31K ﹤0.01%
67
+4
2935
$5.29K ﹤0.01%
148
2936
$5.25K ﹤0.01%
165
2937
$5.23K ﹤0.01%
546
-2,457
2938
$5.21K ﹤0.01%
270
+43
2939
$5.21K ﹤0.01%
200
2940
$5.2K ﹤0.01%
+515
2941
$5.2K ﹤0.01%
+57
2942
$5.2K ﹤0.01%
51
2943
$5.17K ﹤0.01%
95
2944
$5.17K ﹤0.01%
285
-12,332
2945
$5.16K ﹤0.01%
281
-4,217
2946
$5.13K ﹤0.01%
468
+1
2947
$5.11K ﹤0.01%
+98
2948
$5.1K ﹤0.01%
800
-700
2949
$5.07K ﹤0.01%
450
2950
$5.06K ﹤0.01%
200
116 117
118
119 120