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
1751
$87.4K ﹤0.01%
59,479
-18,333
1752
$87.2K ﹤0.01%
1,822
1753
$87K ﹤0.01%
2,444
+32
1754
$86.7K ﹤0.01%
4,326
+19
1755
$86.6K ﹤0.01%
1,050
-400
1756
$86.1K ﹤0.01%
1,197
+201
1757
$86K ﹤0.01%
1,755
+183
1758
$85K ﹤0.01%
1,700
1759
$84.9K ﹤0.01%
+3,236
1760
$84.5K ﹤0.01%
1,138
-170
1761
$84.2K ﹤0.01%
225
1762
$84.1K ﹤0.01%
1,956
+129
1763
$83.9K ﹤0.01%
574
+5
1764
$83.9K ﹤0.01%
2,094
1765
$83.4K ﹤0.01%
1,441
-270
1766
$83K ﹤0.01%
2,857
+1,992
1767
$83K ﹤0.01%
1,476
1768
$82.9K ﹤0.01%
1,119
+904
1769
$82.8K ﹤0.01%
2,310
1770
$82.4K ﹤0.01%
1,951
-653
1771
$82.3K ﹤0.01%
5,475
+250
1772
$82.1K ﹤0.01%
3,332
1773
$81.9K ﹤0.01%
486
-419
1774
$81.2K ﹤0.01%
+748
1775
$81.1K ﹤0.01%
1,761
+165
69 70
71
72 73