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
951
$560K 0.01%
12,246
-2,448
952
$556K 0.01%
7,578
+2,028
953
$553K 0.01%
12,835
-526
954
$549K 0.01%
5,124
+5,086
955
$549K 0.01%
6,029
+3,862
956
$548K 0.01%
17,316
+1,441
957
$548K 0.01%
1,517
+1,499
958
$547K 0.01%
21,226
-3,675
959
$545K 0.01%
14,693
-1,228
960
$543K 0.01%
12,410
+2,619
961
$543K 0.01%
1,650
-351
962
$543K 0.01%
3,692
+1,249
963
$539K 0.01%
1,993
+655
964
$539K 0.01%
3,366
-702
965
$536K 0.01%
20,161
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966
$535K 0.01%
18,778
-148
967
$534K 0.01%
5,586
+5,082
968
$534K 0.01%
29,224
-1,358
969
$534K 0.01%
3,896
+346
970
$534K 0.01%
59,000
+39,500
971
$533K 0.01%
4,165
-52
972
$529K 0.01%
3,020
-50
973
$528K 0.01%
7,074
-4,638
974
$527K 0.01%
14,385
-1,878
975
$525K 0.01%
6,553
+2,397
37 38
39
40 41