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
2976
$4.72K ﹤0.01%
263
-50
2977
$4.71K ﹤0.01%
1,150
2978
$4.71K ﹤0.01%
130
2979
$4.67K ﹤0.01%
250
-202
2980
$4.66K ﹤0.01%
28
2981
$4.65K ﹤0.01%
128
2982
$4.64K ﹤0.01%
100
2983
$4.63K ﹤0.01%
274
-528
2984
$4.63K ﹤0.01%
130
2985
$4.62K ﹤0.01%
+116
2986
$4.61K ﹤0.01%
1,800
+300
2987
$4.61K ﹤0.01%
800
2988
$4.6K ﹤0.01%
416
-200
2989
$4.56K ﹤0.01%
286
2990
$4.56K ﹤0.01%
3,400
2991
$4.53K ﹤0.01%
438
2992
$4.53K ﹤0.01%
136
2993
$4.52K ﹤0.01%
151
2994
$4.52K ﹤0.01%
150
2995
$4.52K ﹤0.01%
1,000
2996
$4.5K ﹤0.01%
334
+184
2997
$4.46K ﹤0.01%
1,000
2998
$4.45K ﹤0.01%
4,445
+1,000
2999
$4.44K ﹤0.01%
236
-146
3000
$4.44K ﹤0.01%
46
-23
118 119
120
121 122