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
3176
$2.25K ﹤0.01%
24
-24
3177
$2.23K ﹤0.01%
+150
3178
$2.21K ﹤0.01%
90
+75
3179
$2.2K ﹤0.01%
142
3180
$2.19K ﹤0.01%
100
3181
$2.19K ﹤0.01%
100
3182
$2.18K ﹤0.01%
178
3183
$2.18K ﹤0.01%
378
3184
$2.17K ﹤0.01%
636
3185
$2.15K ﹤0.01%
+236
3186
$2.14K ﹤0.01%
140
3187
$2.13K ﹤0.01%
19
-1
3188
$2.12K ﹤0.01%
+150
3189
$2.08K ﹤0.01%
17
3190
$2.07K ﹤0.01%
100
3191
$2.07K ﹤0.01%
70
3192
$2.07K ﹤0.01%
110
3193
$2.07K ﹤0.01%
+82
3194
$2.06K ﹤0.01%
30
3195
$2.05K ﹤0.01%
602
3196
$2.05K ﹤0.01%
115
-14
3197
$2.01K ﹤0.01%
820
3198
$2.01K ﹤0.01%
1,000
3199
$2.01K ﹤0.01%
30
+9
3200
$2.01K ﹤0.01%
400
126 127
128
129 130