SPIA
Steward Partners Investment Advisory Portfolio holdings
AUM
$12.8B
1-Year Return
18.62%
This Quarter Return
+10.48%
1 Year Return
+18.62%
3 Year Return
+71.58%
5 Year Return
+120.29%
10 Year Return
–
AUM
$7.4B
AUM Growth
+$892M
(+14%)
Cap. Flow
+$258M
Cap. Flow
% of AUM
3.49%
Top 10 Holdings %
Top 10 Hldgs %
20.86%
Holding
3,642
New
263
Increased
1,167
Reduced
1,046
Closed
150
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
+$24.4M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$17.6M |
| 3 |
FT Vest US Equity Moderate Buffer ETF October
GOCT
|
+$16.8M |
| 4 |
Tesla
TSLA
|
+$14.5M |
| 5 |
FT Vest US Equity Moderate Buffer ETF November
GNOV
|
+$13.8M |
Top Sells
Sector Composition
| 1 | Technology | 15.65% |
| 2 | Consumer Discretionary | 6.62% |
| 3 | Financials | 6.47% |
| 4 | Healthcare | 6.06% |
| 5 | Industrials | 4.73% |
