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
3276
$1.25K ﹤0.01%
16
3277
$1.22K ﹤0.01%
53
3278
$1.21K ﹤0.01%
72
-948
3279
$1.21K ﹤0.01%
184
3280
$1.21K ﹤0.01%
42
3281
$1.21K ﹤0.01%
9
3282
$1.2K ﹤0.01%
59
3283
$1.18K ﹤0.01%
23
3284
$1.17K ﹤0.01%
26
+17
3285
$1.17K ﹤0.01%
54
-4
3286
$1.16K ﹤0.01%
50
3287
$1.15K ﹤0.01%
280
-67
3288
$1.15K ﹤0.01%
32
3289
$1.13K ﹤0.01%
61
3290
$1.12K ﹤0.01%
175
-475
3291
$1.11K ﹤0.01%
20
3292
$1.11K ﹤0.01%
107
-15
3293
$1.08K ﹤0.01%
50
3294
$1.08K ﹤0.01%
400
3295
$1.06K ﹤0.01%
20
3296
$1.06K ﹤0.01%
16
3297
$1.04K ﹤0.01%
85
-90
3298
$1.02K ﹤0.01%
51
3299
$1K ﹤0.01%
500
3300
$996 ﹤0.01%
189
130 131
132
133 134