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
1251
$275K ﹤0.01%
2,727
+746
1252
$275K ﹤0.01%
5,744
+4,950
1253
$274K ﹤0.01%
976
+924
1254
$272K ﹤0.01%
6,104
1255
$271K ﹤0.01%
1,300
+35
1256
$270K ﹤0.01%
9,194
1257
$270K ﹤0.01%
871
1258
$269K ﹤0.01%
7,640
-557
1259
$267K ﹤0.01%
5,350
1260
$265K ﹤0.01%
4,665
+281
1261
$265K ﹤0.01%
17,637
+8,900
1262
$263K ﹤0.01%
6,811
-4,274
1263
$263K ﹤0.01%
848
-61
1264
$263K ﹤0.01%
6,000
1265
$262K ﹤0.01%
5,376
+1,450
1266
$262K ﹤0.01%
4,375
-370
1267
$262K ﹤0.01%
21,485
-2,271
1268
$261K ﹤0.01%
6,825
-1,400
1269
$261K ﹤0.01%
2,601
+19
1270
$261K ﹤0.01%
8,305
1271
$261K ﹤0.01%
1,201
+202
1272
$260K ﹤0.01%
2,701
-64
1273
$260K ﹤0.01%
10,163
+8,638
1274
$260K ﹤0.01%
738
+384
1275
$259K ﹤0.01%
1,577
+175
49 50
51
52 53