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
276
$5.2M 0.07%
185,831
+13,508
277
$5.18M 0.07%
104,508
+2,266
278
$5.18M 0.07%
18,752
-788
279
$5.16M 0.07%
73,554
+21,972
280
$5.16M 0.07%
40,477
-259
281
$5.15M 0.07%
123,767
-2,330
282
$5.15M 0.07%
45,180
-169
283
$5.14M 0.07%
21,072
+303
284
$5.13M 0.07%
47,741
-18,448
285
$5.12M 0.07%
62,978
+16,225
286
$5.1M 0.07%
52,538
-1,729
287
$5.01M 0.07%
54,809
+3,636
288
$4.98M 0.07%
86,940
-27,585
289
$4.97M 0.07%
13,079
-10
290
$4.96M 0.07%
98,289
-73,082
291
$4.94M 0.07%
96,216
-7,111
292
$4.91M 0.07%
75,501
+34,443
293
$4.91M 0.07%
75,171
+12,254
294
$4.87M 0.07%
75,928
-112
295
$4.85M 0.07%
21,991
+2,171
296
$4.84M 0.07%
45,949
-39,667
297
$4.84M 0.07%
120,466
+38,167
298
$4.8M 0.06%
104,089
+4,309
299
$4.72M 0.06%
130,578
-2,783
300
$4.68M 0.06%
23,110
-50
10 11
12
13 14