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
3401
$222 ﹤0.01%
50
3402
$219 ﹤0.01%
+10
3403
$212 ﹤0.01%
+15
3404
$208 ﹤0.01%
+2
3405
$200 ﹤0.01%
9
3406
$186 ﹤0.01%
+120
3407
$183 ﹤0.01%
5
3408
$178 ﹤0.01%
182
3409
$177 ﹤0.01%
100
-500
3410
$176 ﹤0.01%
+69
3411
$175 ﹤0.01%
5
3412
$170 ﹤0.01%
1,062
3413
$164 ﹤0.01%
49
3414
$161 ﹤0.01%
15
3415
$157 ﹤0.01%
40
3416
$153 ﹤0.01%
150
3417
$146 ﹤0.01%
40
3418
$145 ﹤0.01%
14
3419
$145 ﹤0.01%
+4
3420
$143 ﹤0.01%
+90
3421
$141 ﹤0.01%
10
3422
$141 ﹤0.01%
5
-8
3423
$134 ﹤0.01%
17
3424
$131 ﹤0.01%
46
+1
3425
$131 ﹤0.01%
20
135 136
137
138 139