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
3251
$1.46K ﹤0.01%
60
3252
$1.43K ﹤0.01%
280
3253
– –
0
3254
$1.42K ﹤0.01%
1,885
-200
3255
$1.42K ﹤0.01%
56
-2,194
3256
$1.42K ﹤0.01%
300
3257
$1.39K ﹤0.01%
266
+80
3258
$1.39K ﹤0.01%
1,250
3259
$1.39K ﹤0.01%
+28
3260
$1.39K ﹤0.01%
450
3261
$1.38K ﹤0.01%
50
3262
$1.38K ﹤0.01%
+9
3263
$1.37K ﹤0.01%
29
3264
$1.36K ﹤0.01%
500
-1,000
3265
$1.35K ﹤0.01%
130
+1
3266
$1.35K ﹤0.01%
39
3267
$1.32K ﹤0.01%
30
3268
$1.3K ﹤0.01%
16
-2
3269
$1.29K ﹤0.01%
18
3270
$1.29K ﹤0.01%
11
3271
$1.29K ﹤0.01%
634
3272
$1.28K ﹤0.01%
12
3273
$1.28K ﹤0.01%
400
3274
$1.26K ﹤0.01%
2,015
-50
3275
$1.26K ﹤0.01%
10
129 130
131
132 133