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
726
$994K 0.01%
24,707
727
$993K 0.01%
11,015
-160
728
$992K 0.01%
10,757
-1,314
729
$988K 0.01%
14,558
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730
$985K 0.01%
55,256
+13,136
731
$985K 0.01%
27,555
-4,076
732
$984K 0.01%
76,863
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733
$982K 0.01%
5,934
-330
734
$977K 0.01%
44,143
-330
735
$975K 0.01%
15,046
-2,981
736
$973K 0.01%
+20,257
737
$970K 0.01%
6,139
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738
$967K 0.01%
3,175
-46
739
$967K 0.01%
2,711
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740
$966K 0.01%
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741
$966K 0.01%
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742
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4,926
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743
$965K 0.01%
12,955
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744
$965K 0.01%
108,620
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745
$964K 0.01%
23,286
+4,139
746
$958K 0.01%
3,488
+2,309
747
$952K 0.01%
96,925
-86
748
$951K 0.01%
+30,050
749
$951K 0.01%
1,815
+54
750
$951K 0.01%
21,486
-6,487
28 29
30
31 32