SPIA
Steward Partners Investment Advisory Portfolio holdings
AUM
$12.8B
1-Year Return
18.62%
This Quarter Return
+10.21%
1 Year Return
+18.62%
3 Year Return
+71.58%
5 Year Return
+120.29%
10 Year Return
–
AUM
$9.07B
AUM Growth
+$1.67B
(+23%)
Cap. Flow
+$1.1B
Cap. Flow
% of AUM
12.1%
Top 10 Holdings %
Top 10 Hldgs %
20.14%
Holding
3,721
New
228
Increased
1,449
Reduced
924
Closed
156
Top Buys
Top Sells
| 1 |
Tesla
TSLA
|
$22.8M |
| 2 |
Northern Oil and Gas
NOG
|
$21.4M |
| 3 |
Boeing
BA
|
$17.6M |
| 4 |
FT Vest US Equity Moderate Buffer ETF October
GOCT
|
$14.4M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$14.1M |
Sector Composition
| 1 | Technology | 16.12% |
| 2 | Financials | 7.01% |
| 3 | Healthcare | 6.32% |
| 4 | Consumer Discretionary | 6.16% |
| 5 | Industrials | 4.58% |
