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
926
$592K 0.01%
35,975
-7,552
927
$592K 0.01%
+21,662
928
$591K 0.01%
7,080
-2,702
929
$588K 0.01%
7,725
-1,187
930
$588K 0.01%
67,620
+1,062
931
$588K 0.01%
5,868
-206
932
$587K 0.01%
5,683
+601
933
$585K 0.01%
+26,954
934
$584K 0.01%
2,020
+303
935
$581K 0.01%
10,398
-5,843
936
$581K 0.01%
6,689
+2,171
937
$580K 0.01%
45,231
-11,039
938
$579K 0.01%
16,904
+1,275
939
$578K 0.01%
7,195
-446
940
$577K 0.01%
38,024
+2,005
941
$575K 0.01%
3,951
-520
942
$574K 0.01%
13,452
-17
943
$572K 0.01%
1,576
-569
944
$570K 0.01%
10,158
+551
945
$570K 0.01%
4,402
+20
946
$566K 0.01%
40,164
-19,556
947
$563K 0.01%
4,139
+653
948
$563K 0.01%
9,750
-290
949
$561K 0.01%
6,006
+1,460
950
$560K 0.01%
4,165
+3,260
36 37
38
39 40