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
3026
$4.14K ﹤0.01%
91
3027
$4.13K ﹤0.01%
517
3028
$4.12K ﹤0.01%
116
3029
$4.1K ﹤0.01%
223
-669
3030
$4.09K ﹤0.01%
1,500
3031
$4.09K ﹤0.01%
65
3032
$4.05K ﹤0.01%
85
-400
3033
$4.05K ﹤0.01%
100
3034
$4.05K ﹤0.01%
1,600
3035
$4.02K ﹤0.01%
194
3036
$4K ﹤0.01%
43
3037
$4K ﹤0.01%
144
3038
$3.99K ﹤0.01%
75
3039
$3.97K ﹤0.01%
79
3040
$3.96K ﹤0.01%
100
3041
$3.95K ﹤0.01%
49
-62
3042
$3.95K ﹤0.01%
+55
3043
$3.94K ﹤0.01%
572
3044
$3.94K ﹤0.01%
816
3045
$3.94K ﹤0.01%
157
-56
3046
$3.93K ﹤0.01%
83
3047
$3.93K ﹤0.01%
473
-9
3048
$3.93K ﹤0.01%
600
3049
$3.93K ﹤0.01%
313
-548
3050
$3.9K ﹤0.01%
46
-3
120 121
122
123 124