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
851
$702K 0.01%
+49,547
852
$700K 0.01%
24,434
-1,059
853
$700K 0.01%
3,988
+408
854
$698K 0.01%
41,245
+891
855
$697K 0.01%
2,152
+693
856
$697K 0.01%
15,785
+3,955
857
$694K 0.01%
27,887
+2,155
858
$691K 0.01%
11,333
-3,433
859
$690K 0.01%
42,448
+713
860
$689K 0.01%
60,675
+12,307
861
$688K 0.01%
50,768
+5,171
862
$682K 0.01%
23,884
+164
863
$680K 0.01%
15,706
+4,585
864
$679K 0.01%
61,736
-39,928
865
$675K 0.01%
27,622
+23,529
866
$672K 0.01%
47,350
+10,670
867
$672K 0.01%
6,030
+5,988
868
$669K 0.01%
15,512
+75
869
$668K 0.01%
54,835
+8,536
870
$668K 0.01%
1,364
+443
871
$667K 0.01%
17,161
+11,836
872
$666K 0.01%
13,299
873
$663K 0.01%
24,570
+21,855
874
$658K 0.01%
24,881
-1,113
875
$657K 0.01%
12,446
+12,028
33 34
35
36 37