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
1351
$215K ﹤0.01%
4,153
+10
1352
$215K ﹤0.01%
1,778
+1,198
1353
$214K ﹤0.01%
4,689
+2,332
1354
$213K ﹤0.01%
4,025
-652
1355
$212K ﹤0.01%
1,568
-3,483
1356
$212K ﹤0.01%
6,615
-186
1357
$211K ﹤0.01%
27,479
+2,488
1358
$211K ﹤0.01%
5,516
1359
$210K ﹤0.01%
922
+155
1360
$209K ﹤0.01%
9,083
-13,477
1361
$208K ﹤0.01%
24,274
+9,799
1362
$207K ﹤0.01%
2,977
-38
1363
$207K ﹤0.01%
2,534
+415
1364
$207K ﹤0.01%
10,593
1365
$206K ﹤0.01%
2,147
+931
1366
$206K ﹤0.01%
8,782
-524
1367
$206K ﹤0.01%
4,442
+3,442
1368
$205K ﹤0.01%
9,055
+4,910
1369
$205K ﹤0.01%
1,189
+225
1370
$203K ﹤0.01%
4,201
1371
$203K ﹤0.01%
2,819
+477
1372
$202K ﹤0.01%
1,156
-533
1373
$201K ﹤0.01%
3,225
+293
1374
$201K ﹤0.01%
9,488
1375
$201K ﹤0.01%
610
+300
53 54
55
56 57