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
801
$808K 0.01%
22,907
-436
802
$806K 0.01%
+27,534
803
$806K 0.01%
21,567
-761
804
$805K 0.01%
15,908
-1,696
805
$805K 0.01%
158,405
-44,756
806
$804K 0.01%
+16,140
807
$804K 0.01%
23,014
-7,249
808
$792K 0.01%
26,032
+15,506
809
$790K 0.01%
67,414
-14,894
810
$790K 0.01%
77,649
+61,705
811
$789K 0.01%
8,299
-802
812
$787K 0.01%
1,418
-8
813
$783K 0.01%
20,000
814
$781K 0.01%
13,890
+801
815
$779K 0.01%
18,030
+781
816
$777K 0.01%
51,780
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817
$775K 0.01%
16,217
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818
$773K 0.01%
24,100
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819
$773K 0.01%
1,670
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820
$771K 0.01%
18,274
+3,705
821
$769K 0.01%
8,999
-162
822
$768K 0.01%
12,778
-1,174
823
$766K 0.01%
42,343
-1,005
824
$766K 0.01%
67,294
-13,405
825
$765K 0.01%
15,506
-1,054
31 32
33
34 35