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
676
$1.16M 0.02%
6,171
-11
677
$1.15M 0.02%
8,919
-1,391
678
$1.15M 0.02%
18,319
-490
679
$1.14M 0.02%
21,063
+831
680
$1.14M 0.02%
20,003
-71
681
$1.14M 0.02%
7,364
+645
682
$1.14M 0.02%
11,484
+402
683
$1.14M 0.02%
26,283
-631
684
$1.12M 0.02%
5,917
+280
685
$1.12M 0.02%
13,810
+245
686
$1.12M 0.02%
34,116
+840
687
$1.12M 0.02%
6,767
+4,314
688
$1.11M 0.02%
30,955
-155
689
$1.11M 0.02%
9,475
+55
690
$1.1M 0.01%
+28,101
691
$1.1M 0.01%
45,564
-2,030
692
$1.09M 0.01%
2,377
+1,041
693
$1.08M 0.01%
52,280
+3,048
694
$1.08M 0.01%
64,570
-7,154
695
$1.08M 0.01%
16,883
+2,057
696
$1.07M 0.01%
+23,541
697
$1.07M 0.01%
13,986
+2,070
698
$1.07M 0.01%
22,381
+4,949
699
$1.06M 0.01%
40,601
-2,258
700
$1.06M 0.01%
45,495
+11,289
26 27
28
29 30