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
1776
$80.9K ﹤0.01%
1,930
-5,410
1777
$80.8K ﹤0.01%
1,510
1778
$80.7K ﹤0.01%
+3,037
1779
$80.7K ﹤0.01%
3,384
1780
$80.3K ﹤0.01%
2,249
1781
$80.3K ﹤0.01%
22,864
+5,600
1782
$79.9K ﹤0.01%
6,375
+6
1783
$79.5K ﹤0.01%
373
-80
1784
$79.5K ﹤0.01%
2,104
1785
$79.3K ﹤0.01%
+1,274
1786
$79.2K ﹤0.01%
5,489
-2,292
1787
$79K ﹤0.01%
+3,295
1788
$79K ﹤0.01%
1,476
1789
$78.6K ﹤0.01%
2,793
-1,087
1790
$78.6K ﹤0.01%
2,122
-204
1791
$78.3K ﹤0.01%
2,911
-887
1792
$78.3K ﹤0.01%
9,630
+2,400
1793
$78.1K ﹤0.01%
1,981
1794
$77.8K ﹤0.01%
3,360
1795
$77.8K ﹤0.01%
146
+100
1796
$77.3K ﹤0.01%
2,612
-4
1797
$77.3K ﹤0.01%
4,733
+1
1798
$77K ﹤0.01%
2,676
1799
$76.6K ﹤0.01%
33,296
-18
1800
$76.6K ﹤0.01%
1,580
+51
70 71
72
73 74