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
3151
$2.65K ﹤0.01%
20
3152
$2.64K ﹤0.01%
352
3153
$2.62K ﹤0.01%
242
-1
3154
$2.58K ﹤0.01%
192
3155
$2.58K ﹤0.01%
59
3156
$2.58K ﹤0.01%
121
3157
$2.54K ﹤0.01%
201
3158
$2.52K ﹤0.01%
106
3159
$2.5K ﹤0.01%
350
3160
$2.48K ﹤0.01%
68
-1
3161
$2.48K ﹤0.01%
+74
3162
$2.48K ﹤0.01%
141
3163
$2.47K ﹤0.01%
+129
3164
$2.43K ﹤0.01%
222
+22
3165
$2.4K ﹤0.01%
+100
3166
$2.38K ﹤0.01%
36
3167
$2.37K ﹤0.01%
268
3168
$2.37K ﹤0.01%
200
3169
$2.33K ﹤0.01%
+62
3170
$2.33K ﹤0.01%
250
-400
3171
$2.33K ﹤0.01%
1,020
3172
$2.32K ﹤0.01%
200
3173
$2.3K ﹤0.01%
42
3174
$2.25K ﹤0.01%
122
-40
3175
$2.25K ﹤0.01%
50
125 126
127
128 129