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
3001
$4.43K ﹤0.01%
123
3002
$4.43K ﹤0.01%
514
+339
3003
$4.41K ﹤0.01%
1,300
+600
3004
$4.39K ﹤0.01%
614
+11
3005
$4.37K ﹤0.01%
252
+2
3006
$4.37K ﹤0.01%
1,000
3007
$4.37K ﹤0.01%
604
3008
$4.37K ﹤0.01%
+200
3009
$4.36K ﹤0.01%
50
3010
$4.35K ﹤0.01%
3,000
+1,000
3011
$4.33K ﹤0.01%
+323
3012
$4.33K ﹤0.01%
200
3013
$4.33K ﹤0.01%
74
3014
$4.31K ﹤0.01%
805
-300
3015
$4.3K ﹤0.01%
155
3016
$4.29K ﹤0.01%
178
3017
$4.29K ﹤0.01%
81
3018
$4.28K ﹤0.01%
900
-250
3019
$4.27K ﹤0.01%
67
3020
$4.27K ﹤0.01%
250
3021
$4.2K ﹤0.01%
500
3022
$4.2K ﹤0.01%
+3,000
3023
$4.2K ﹤0.01%
71
-271
3024
$4.18K ﹤0.01%
+10
3025
$4.17K ﹤0.01%
28
119 120
121
122 123