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
3301
$986 ﹤0.01%
399
-793
3302
$966 ﹤0.01%
109
3303
$952 ﹤0.01%
+111
3304
$949 ﹤0.01%
58
3305
$948 ﹤0.01%
98
3306
$945 ﹤0.01%
71
3307
$941 ﹤0.01%
375
-74
3308
$934 ﹤0.01%
100
-200
3309
$931 ﹤0.01%
+30
3310
$927 ﹤0.01%
87
3311
$882 ﹤0.01%
21
3312
$877 ﹤0.01%
188
+63
3313
$868 ﹤0.01%
200
-50
3314
$842 ﹤0.01%
314
3315
$840 ﹤0.01%
120
3316
$810 ﹤0.01%
100
-1,254
3317
$806 ﹤0.01%
28
3318
$806 ﹤0.01%
10
3319
$802 ﹤0.01%
100
-300
3320
$791 ﹤0.01%
29
3321
$760 ﹤0.01%
8
3322
$748 ﹤0.01%
12
3323
$733 ﹤0.01%
36
3324
$713 ﹤0.01%
+52
3325
$700 ﹤0.01%
+22
131 132
133
134 135