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
401
$2.98M 0.04%
31,295
+3,572
402
$2.97M 0.04%
28,315
+4,342
403
$2.96M 0.04%
20,393
-760
404
$2.95M 0.04%
72,560
-2,245
405
$2.95M 0.04%
116,195
+2,526
406
$2.94M 0.04%
6,520
-110
407
$2.93M 0.04%
28,213
+2,199
408
$2.92M 0.04%
109,223
-8,187
409
$2.91M 0.04%
121,196
+67,268
410
$2.9M 0.04%
56,935
+7,760
411
$2.9M 0.04%
42,108
-1,699
412
$2.89M 0.04%
57,426
+53,852
413
$2.87M 0.04%
33,622
+19,992
414
$2.84M 0.04%
35,301
+24,253
415
$2.83M 0.04%
36,364
+12,201
416
$2.83M 0.04%
15,169
+2,646
417
$2.82M 0.04%
17,975
-26,950
418
$2.82M 0.04%
53,767
+41,493
419
$2.81M 0.04%
13,664
-173
420
$2.8M 0.04%
31,429
+1,523
421
$2.79M 0.04%
14,973
+346
422
$2.77M 0.04%
26,937
+800
423
$2.77M 0.04%
21,882
424
$2.76M 0.04%
86,179
+4,309
425
$2.74M 0.04%
13,550
+723
15 16
17
18 19