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
3376
$356 ﹤0.01%
144
3377
$348 ﹤0.01%
3
3378
$347 ﹤0.01%
+20
3379
$343 ﹤0.01%
25
-38
3380
$341 ﹤0.01%
13
3381
$341 ﹤0.01%
+53
3382
$339 ﹤0.01%
+10
3383
$320 ﹤0.01%
+16
3384
$307 ﹤0.01%
21
3385
$297 ﹤0.01%
+11
3386
$262 ﹤0.01%
42
-27
3387
$261 ﹤0.01%
+4
3388
$260 ﹤0.01%
31
3389
$257 ﹤0.01%
2
3390
$255 ﹤0.01%
+19
3391
$244 ﹤0.01%
9
3392
$243 ﹤0.01%
+9
3393
$240 ﹤0.01%
100
3394
$240 ﹤0.01%
6,000
3395
$235 ﹤0.01%
24
3396
$233 ﹤0.01%
43
3397
$233 ﹤0.01%
405
3398
$233 ﹤0.01%
731
3399
$232 ﹤0.01%
4
3400
$225 ﹤0.01%
+37
134 135
136
137 138