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
876
$656K 0.01%
8,340
+44
877
$656K 0.01%
23,678
-121
878
$653K 0.01%
35,727
-256
879
$652K 0.01%
44,522
-1,162
880
$649K 0.01%
31,440
+15,750
881
$648K 0.01%
2,226
+4
882
$648K 0.01%
5,218
+2,299
883
$646K 0.01%
6,495
+1,258
884
$644K 0.01%
35,882
+962
885
$643K 0.01%
6,154
-449
886
$641K 0.01%
23,987
+1,837
887
$640K 0.01%
451
+151
888
$640K 0.01%
32,350
+831
889
$640K 0.01%
18,576
890
$640K 0.01%
31,881
-18,250
891
$639K 0.01%
17,749
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892
$637K 0.01%
29,595
-900
893
$635K 0.01%
12,085
-605
894
$634K 0.01%
8,294
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895
$632K 0.01%
17,214
+2,929
896
$631K 0.01%
2,931
-71
897
$631K 0.01%
10,811
+3,282
898
$630K 0.01%
9,482
+1,730
899
$629K 0.01%
41,520
-1,581
900
$628K 0.01%
+26,043
34 35
36
37 38