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
$9.07B
AUM Growth
+$1.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,721
New
Increased
Reduced
Closed

Top Buys

1
+$65.9M
2
+$47.8M
3
+$41.2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$36M
5
MSFT icon
Microsoft
MSFT
+$31.5M

Top Sells

1
+$22.8M
2
+$21.4M
3
+$17.6M
4
GOCT icon
FT Vest US Equity Moderate Buffer ETF October
GOCT
+$14.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$14.1M

Sector Composition

1 Technology 16.12%
2 Financials 7.01%
3 Healthcare 6.32%
4 Consumer Discretionary 6.16%
5 Industrials 4.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3126
$3.78K ﹤0.01%
1,000
3127
$3.78K ﹤0.01%
+100
3128
$3.78K ﹤0.01%
66
+17
3129
$3.75K ﹤0.01%
500
3130
$3.75K ﹤0.01%
50
3131
$3.74K ﹤0.01%
44
-256
3132
$3.72K ﹤0.01%
400
3133
$3.67K ﹤0.01%
120
-85
3134
$3.66K ﹤0.01%
2,315
-8,701
3135
$3.61K ﹤0.01%
100
3136
$3.61K ﹤0.01%
+121
3137
$3.6K ﹤0.01%
37
3138
$3.6K ﹤0.01%
140
3139
$3.57K ﹤0.01%
89
-123
3140
$3.56K ﹤0.01%
77
3141
$3.56K ﹤0.01%
55
3142
$3.53K ﹤0.01%
85
-975
3143
$3.53K ﹤0.01%
144
3144
$3.52K ﹤0.01%
150
3145
$3.48K ﹤0.01%
100
3146
$3.48K ﹤0.01%
600
3147
$3.46K ﹤0.01%
809
3148
$3.45K ﹤0.01%
68
-78
3149
$3.45K ﹤0.01%
300
-200
3150
$3.42K ﹤0.01%
90
124 125
126
127 128