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
3201
$2.01K ﹤0.01%
201
3202
$1.99K ﹤0.01%
175
+57
3203
$1.98K ﹤0.01%
478
3204
$1.96K ﹤0.01%
384
+21
3205
$1.95K ﹤0.01%
+400
3206
$1.94K ﹤0.01%
100
3207
$1.93K ﹤0.01%
37
3208
$1.9K ﹤0.01%
520
3209
$1.9K ﹤0.01%
571
3210
$1.89K ﹤0.01%
43
3211
$1.88K ﹤0.01%
51
3212
$1.85K ﹤0.01%
175
3213
$1.84K ﹤0.01%
67
3214
$1.84K ﹤0.01%
1,000
-1,000
3215
$1.83K ﹤0.01%
51
3216
$1.83K ﹤0.01%
95
-100
3217
$1.8K ﹤0.01%
3,068
-66
3218
$1.78K ﹤0.01%
13
3219
$1.76K ﹤0.01%
16,700
3220
$1.75K ﹤0.01%
250
3221
$1.74K ﹤0.01%
200
3222
$1.74K ﹤0.01%
100
3223
$1.73K ﹤0.01%
406
+300
3224
$1.72K ﹤0.01%
+41
3225
$1.72K ﹤0.01%
101
127 128
129
130 131