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
1276
$258K ﹤0.01%
578
-104
1277
$258K ﹤0.01%
23,154
-2,445
1278
$257K ﹤0.01%
7,116
1279
$256K ﹤0.01%
4,843
+441
1280
$256K ﹤0.01%
3,405
+890
1281
$255K ﹤0.01%
1,672
1282
$255K ﹤0.01%
6,480
-1,556
1283
$255K ﹤0.01%
+832
1284
$255K ﹤0.01%
3,818
+855
1285
$255K ﹤0.01%
5,179
+2,217
1286
$254K ﹤0.01%
8,457
-851
1287
$254K ﹤0.01%
30,500
+3,000
1288
$251K ﹤0.01%
48,170
+14,513
1289
$251K ﹤0.01%
4,953
+196
1290
$250K ﹤0.01%
2,931
1291
$250K ﹤0.01%
3,735
-5
1292
$248K ﹤0.01%
2,551
+629
1293
$248K ﹤0.01%
70,129
-26,460
1294
$248K ﹤0.01%
9,443
+750
1295
$248K ﹤0.01%
10,265
-3,100
1296
$248K ﹤0.01%
8,254
1297
$248K ﹤0.01%
10,054
-23,556
1298
$248K ﹤0.01%
6,700
-900
1299
$247K ﹤0.01%
5,710
+732
1300
$246K ﹤0.01%
17,360
-84
50 51
52
53 54