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
3426
$123 ﹤0.01%
+6
3427
$120 ﹤0.01%
44
3428
$113 ﹤0.01%
13
3429
$113 ﹤0.01%
50
3430
$111 ﹤0.01%
4
3431
$111 ﹤0.01%
4
3432
$110 ﹤0.01%
50
3433
$100 ﹤0.01%
8
3434
$96 ﹤0.01%
10
3435
$96 ﹤0.01%
+66
3436
$90 ﹤0.01%
2
3437
$89 ﹤0.01%
+15
3438
$86 ﹤0.01%
82
3439
$82 ﹤0.01%
17
3440
$76 ﹤0.01%
203
3441
$75 ﹤0.01%
20
3442
– –
0
3443
$72 ﹤0.01%
4
3444
$72 ﹤0.01%
2
3445
$70 ﹤0.01%
+267
3446
$67 ﹤0.01%
21
3447
$67 ﹤0.01%
+4
3448
$65 ﹤0.01%
11
3449
$62 ﹤0.01%
+8
3450
$61 ﹤0.01%
+4
136 137
138
139 140