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
2951
$5.03K ﹤0.01%
250
2952
$5.03K ﹤0.01%
176
2953
$5.02K ﹤0.01%
118
2954
$5.02K ﹤0.01%
+200
2955
$4.99K ﹤0.01%
+231
2956
$4.97K ﹤0.01%
88
+1
2957
$4.95K ﹤0.01%
49
+4
2958
$4.95K ﹤0.01%
95
2959
$4.94K ﹤0.01%
529
2960
$4.93K ﹤0.01%
+500
2961
$4.91K ﹤0.01%
490
-201
2962
$4.89K ﹤0.01%
1,133
2963
$4.88K ﹤0.01%
130
+21
2964
$4.86K ﹤0.01%
528
2965
$4.84K ﹤0.01%
325
2966
$4.83K ﹤0.01%
+727
2967
$4.81K ﹤0.01%
108
2968
$4.8K ﹤0.01%
+115
2969
$4.77K ﹤0.01%
68
-37
2970
$4.77K ﹤0.01%
+26
2971
$4.74K ﹤0.01%
1,325
-975
2972
$4.74K ﹤0.01%
91
2973
$4.74K ﹤0.01%
994
2974
$4.73K ﹤0.01%
106
2975
$4.72K ﹤0.01%
190
-36
117 118
119
120 121