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
3351
$514 ﹤0.01%
13
3352
$508 ﹤0.01%
100
3353
$489 ﹤0.01%
5
3354
$488 ﹤0.01%
125
3355
$483 ﹤0.01%
1,000
3356
$475 ﹤0.01%
15
3357
$473 ﹤0.01%
62
3358
$471 ﹤0.01%
11
3359
$443 ﹤0.01%
2,025
+1,000
3360
$441 ﹤0.01%
50
3361
$429 ﹤0.01%
401
3362
$426 ﹤0.01%
19
-25
3363
$423 ﹤0.01%
15
3364
$422 ﹤0.01%
9
3365
$420 ﹤0.01%
50
3366
$415 ﹤0.01%
+10
3367
$411 ﹤0.01%
100
3368
$411 ﹤0.01%
11
3369
$409 ﹤0.01%
1
3370
$408 ﹤0.01%
13
3371
$392 ﹤0.01%
12
3372
$386 ﹤0.01%
2,000
3373
$376 ﹤0.01%
48
3374
$368 ﹤0.01%
200
3375
$362 ﹤0.01%
32
133 134
135
136 137