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
3126
$2.99K ﹤0.01%
103
-400
3127
$2.98K ﹤0.01%
40
3128
$2.96K ﹤0.01%
100
3129
$2.94K ﹤0.01%
2,721
3130
$2.94K ﹤0.01%
809
3131
$2.92K ﹤0.01%
3,000
3132
$2.91K ﹤0.01%
345
+18
3133
$2.89K ﹤0.01%
43
3134
$2.89K ﹤0.01%
697
-2,423
3135
$2.88K ﹤0.01%
173
3136
$2.84K ﹤0.01%
+100
3137
$2.81K ﹤0.01%
125
+50
3138
$2.81K ﹤0.01%
180
3139
$2.81K ﹤0.01%
1,000
-2,750
3140
$2.76K ﹤0.01%
217
3141
$2.76K ﹤0.01%
52
3142
$2.74K ﹤0.01%
70
3143
$2.74K ﹤0.01%
+204
3144
$2.73K ﹤0.01%
50
3145
$2.72K ﹤0.01%
27
3146
$2.7K ﹤0.01%
225
3147
$2.7K ﹤0.01%
216
3148
$2.69K ﹤0.01%
40
3149
$2.68K ﹤0.01%
329
3150
$2.65K ﹤0.01%
+25
124 125
126
127 128