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
3226
$1.72K ﹤0.01%
83
3227
$1.7K ﹤0.01%
393
-5
3228
$1.7K ﹤0.01%
1,000
3229
$1.69K ﹤0.01%
190
+80
3230
$1.69K ﹤0.01%
88
3231
$1.68K ﹤0.01%
50
3232
$1.67K ﹤0.01%
48
-49
3233
$1.66K ﹤0.01%
300
3234
$1.64K ﹤0.01%
200
3235
$1.64K ﹤0.01%
42
3236
$1.63K ﹤0.01%
30
3237
$1.62K ﹤0.01%
600
3238
$1.61K ﹤0.01%
410
3239
$1.59K ﹤0.01%
1,670
3240
$1.59K ﹤0.01%
210
3241
$1.58K ﹤0.01%
251
3242
$1.55K ﹤0.01%
64
-106
3243
$1.55K ﹤0.01%
100
-275
3244
$1.51K ﹤0.01%
200
-407
3245
$1.51K ﹤0.01%
100
3246
$1.51K ﹤0.01%
141
+2
3247
$1.5K ﹤0.01%
34
3248
$1.5K ﹤0.01%
400
-500
3249
$1.47K ﹤0.01%
304
3250
$1.47K ﹤0.01%
22
128 129
130
131 132