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
776
$888K 0.01%
37,147
-6,949
777
$887K 0.01%
17,274
+11,550
778
$882K 0.01%
6,347
-93
779
$880K 0.01%
3,357
+582
780
$877K 0.01%
8,619
-261
781
$870K 0.01%
12,040
+675
782
$869K 0.01%
8,344
+178
783
$865K 0.01%
31,907
-1,547
784
$865K 0.01%
6,726
-250
785
$864K 0.01%
33,080
-4,297
786
$849K 0.01%
14,586
-16,135
787
$847K 0.01%
24,244
788
$846K 0.01%
7,964
+123
789
$846K 0.01%
7,523
-11,392
790
$837K 0.01%
10,588
+2,059
791
$833K 0.01%
27,095
+15,376
792
$832K 0.01%
55,808
+8,822
793
$825K 0.01%
19,537
-309
794
$822K 0.01%
16,526
-1,113
795
$819K 0.01%
26,720
-460
796
$818K 0.01%
6,010
+10
797
$816K 0.01%
10,037
+305
798
$813K 0.01%
15,933
+21
799
$813K 0.01%
17,852
-657
800
$809K 0.01%
66,894
+2,160
30 31
32
33 34