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
3051
$3.89K ﹤0.01%
+300
3052
$3.89K ﹤0.01%
240
3053
$3.87K ﹤0.01%
75
-63
3054
$3.86K ﹤0.01%
168
3055
$3.86K ﹤0.01%
1,920
+1,770
3056
$3.86K ﹤0.01%
250
3057
$3.85K ﹤0.01%
176
3058
$3.85K ﹤0.01%
400
3059
$3.83K ﹤0.01%
100
3060
$3.83K ﹤0.01%
+168
3061
$3.82K ﹤0.01%
+136
3062
$3.82K ﹤0.01%
375
3063
$3.82K ﹤0.01%
64
3064
$3.81K ﹤0.01%
5,000
-5,000
3065
$3.77K ﹤0.01%
2,300
-2,500
3066
$3.75K ﹤0.01%
506
3067
$3.75K ﹤0.01%
396
3068
$3.73K ﹤0.01%
200
3069
$3.73K ﹤0.01%
2,664
3070
$3.72K ﹤0.01%
175
3071
$3.71K ﹤0.01%
67
3072
$3.68K ﹤0.01%
826
3073
$3.68K ﹤0.01%
612
3074
$3.68K ﹤0.01%
560
3075
$3.67K ﹤0.01%
58
121 122
123
124 125