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
1051
$436K 0.01%
6,173
+2,955
1052
$435K 0.01%
40,099
-2,470
1053
$435K 0.01%
5,018
+470
1054
$434K 0.01%
11,517
-167
1055
$432K 0.01%
3,986
+3,000
1056
$432K 0.01%
21,923
+1,037
1057
$432K 0.01%
2,297
+97
1058
$431K 0.01%
3,129
+21
1059
$431K 0.01%
27,184
-873
1060
$431K 0.01%
11,415
-300
1061
$431K 0.01%
50,082
-4,751
1062
$429K 0.01%
49,760
+31,163
1063
$428K 0.01%
5,206
1064
$427K 0.01%
48,584
+1,822
1065
$426K 0.01%
4,910
+10
1066
$426K 0.01%
10,034
-780
1067
$425K 0.01%
27,752
+1,400
1068
$423K 0.01%
2,612
+2
1069
$421K 0.01%
12,101
1070
$420K 0.01%
8,337
-739
1071
$420K 0.01%
2,071
+20
1072
$420K 0.01%
9,712
-472
1073
$419K 0.01%
22,904
+171
1074
$417K 0.01%
5,574
-143
1075
$417K 0.01%
5,377
+28
41 42
43
44 45