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
901
$624K 0.01%
12,038
+10,800
902
$623K 0.01%
34,687
+130
903
$623K 0.01%
24,798
-99
904
$621K 0.01%
15,576
+1
905
$619K 0.01%
17,485
-73
906
$618K 0.01%
29,986
-761
907
$617K 0.01%
2,984
+2,587
908
$615K 0.01%
27,904
-12,729
909
$615K 0.01%
8,122
+34
910
$614K 0.01%
53,617
+26,340
911
$613K 0.01%
7,990
-323
912
$609K 0.01%
10,521
+275
913
$606K 0.01%
+30,513
914
$604K 0.01%
1,041
-19
915
$602K 0.01%
17,072
+762
916
$602K 0.01%
11,859
-477
917
$602K 0.01%
6,029
-45,091
918
$602K 0.01%
2,715
+1,546
919
$601K 0.01%
159,931
+20,350
920
$601K 0.01%
105,952
-63,560
921
$597K 0.01%
14,128
+608
922
$597K 0.01%
8,252
-383
923
$594K 0.01%
7,296
+185
924
$593K 0.01%
11,466
+5,090
925
$592K 0.01%
9,388
-1,713
35 36
37
38 39