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
1726
$94.2K ﹤0.01%
910
+144
1727
$94K ﹤0.01%
20,652
1728
$93.4K ﹤0.01%
511
+1
1729
$93.4K ﹤0.01%
1,656
+531
1730
$92.4K ﹤0.01%
7,300
+1,000
1731
$92.3K ﹤0.01%
10,580
1732
$92K ﹤0.01%
4,610
1733
$91.9K ﹤0.01%
480
+60
1734
$91.7K ﹤0.01%
1,500
+100
1735
$91.2K ﹤0.01%
16,798
-1,456
1736
$91.1K ﹤0.01%
1,746
-154
1737
$90.6K ﹤0.01%
5,952
-500
1738
$90.6K ﹤0.01%
10,467
+514
1739
$90.6K ﹤0.01%
1,350
1740
$90.2K ﹤0.01%
3,765
+340
1741
$89.5K ﹤0.01%
1,812
+1,712
1742
$89.5K ﹤0.01%
997
+249
1743
$89.2K ﹤0.01%
2,190
+507
1744
$89.2K ﹤0.01%
1,162
1745
$88.5K ﹤0.01%
3,201
+2,800
1746
$88.5K ﹤0.01%
+2,600
1747
$88.3K ﹤0.01%
2,704
+44
1748
$88.2K ﹤0.01%
461
-90
1749
$87.9K ﹤0.01%
1,020
-46
1750
$87.5K ﹤0.01%
3,162
+461
68 69
70
71 72