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
1226
$294K ﹤0.01%
2,027
-74
1227
$293K ﹤0.01%
9,650
+1,231
1228
$293K ﹤0.01%
9,969
-468
1229
$291K ﹤0.01%
21,302
+573
1230
$289K ﹤0.01%
15,607
-23,773
1231
$288K ﹤0.01%
3,997
+2,988
1232
$288K ﹤0.01%
987
+479
1233
$287K ﹤0.01%
15,110
+610
1234
$287K ﹤0.01%
12,556
-497
1235
$287K ﹤0.01%
10,868
-99
1236
$287K ﹤0.01%
+11,825
1237
$286K ﹤0.01%
8,750
1238
$286K ﹤0.01%
14,086
+13,731
1239
$284K ﹤0.01%
8,342
-31
1240
$283K ﹤0.01%
2,215
+110
1241
$283K ﹤0.01%
2,330
-111
1242
$281K ﹤0.01%
36,135
1243
$281K ﹤0.01%
4,625
-575
1244
$280K ﹤0.01%
1,733
+12
1245
$280K ﹤0.01%
10,751
-11,359
1246
$279K ﹤0.01%
4,194
+756
1247
$279K ﹤0.01%
5,694
-474
1248
$278K ﹤0.01%
+2,216
1249
$278K ﹤0.01%
3,055
-1,000
1250
$275K ﹤0.01%
+4,554
48 49
50
51 52