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
3076
$3.65K ﹤0.01%
+100
3077
$3.64K ﹤0.01%
349
3078
$3.6K ﹤0.01%
119
-43
3079
$3.6K ﹤0.01%
50
3080
$3.52K ﹤0.01%
62
+55
3081
$3.5K ﹤0.01%
100
3082
$3.49K ﹤0.01%
71
3083
$3.49K ﹤0.01%
+100
3084
$3.47K ﹤0.01%
100
3085
$3.45K ﹤0.01%
53
3086
$3.42K ﹤0.01%
91
-48
3087
$3.42K ﹤0.01%
200
3088
$3.41K ﹤0.01%
54
3089
$3.41K ﹤0.01%
10,160
3090
$3.4K ﹤0.01%
311
3091
$3.4K ﹤0.01%
290
-2,296
3092
$3.39K ﹤0.01%
100
3093
$3.39K ﹤0.01%
117
3094
$3.38K ﹤0.01%
338
3095
$3.38K ﹤0.01%
400
3096
$3.36K ﹤0.01%
+77
3097
$3.34K ﹤0.01%
262
3098
$3.33K ﹤0.01%
+137
3099
$3.32K ﹤0.01%
140
3100
$3.32K ﹤0.01%
+200
122 123
124
125 126