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
3101
$3.31K ﹤0.01%
145
3102
$3.31K ﹤0.01%
80
3103
$3.26K ﹤0.01%
30
3104
$3.24K ﹤0.01%
+203
3105
$3.22K ﹤0.01%
40
3106
$3.21K ﹤0.01%
150
3107
$3.16K ﹤0.01%
55
-1,185
3108
$3.13K ﹤0.01%
1,000
3109
$3.13K ﹤0.01%
160
3110
$3.13K ﹤0.01%
58
3111
$3.12K ﹤0.01%
144
3112
$3.12K ﹤0.01%
+800
3113
$3.12K ﹤0.01%
37
3114
$3.12K ﹤0.01%
181
+15
3115
$3.12K ﹤0.01%
+106
3116
$3.1K ﹤0.01%
118
3117
$3.08K ﹤0.01%
400
3118
$3.08K ﹤0.01%
200
-150
3119
$3.08K ﹤0.01%
1,000
3120
$3.08K ﹤0.01%
273
3121
$3.08K ﹤0.01%
14
-47
3122
$3.06K ﹤0.01%
500
3123
$3.05K ﹤0.01%
10
3124
$3.03K ﹤0.01%
597
3125
$3.01K ﹤0.01%
16
123 124
125
126 127