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
976
$525K 0.01%
31,433
-413
977
$524K 0.01%
13,467
-31
978
$524K 0.01%
7,736
-515
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$522K 0.01%
2,408
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980
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$522K 0.01%
11,832
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982
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7,252
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11,304
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2,976
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15,924
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$520K 0.01%
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987
$519K 0.01%
16,504
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988
$519K 0.01%
138,008
+4,195
989
$519K 0.01%
10,272
-1,500
990
$519K 0.01%
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4,949
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994
$515K 0.01%
26,190
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$515K 0.01%
2,290
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996
$515K 0.01%
25,767
-32,601
997
$514K 0.01%
5,942
-120
998
$511K 0.01%
8,665
+1,476
999
$511K 0.01%
15,040
-2,514
1000
$509K 0.01%
6,581
+129
38 39
40
41 42