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
1801
$76.4K ﹤0.01%
3,730
1802
$76.2K ﹤0.01%
3,544
-272
1803
$76.1K ﹤0.01%
2,206
+101
1804
$75.9K ﹤0.01%
2,925
-937
1805
$75.8K ﹤0.01%
3,475
-8,400
1806
$75.4K ﹤0.01%
3,562
1807
$75.4K ﹤0.01%
2,583
1808
$74.9K ﹤0.01%
4,169
1809
$74.8K ﹤0.01%
2,722
+1,105
1810
$74.6K ﹤0.01%
211
+45
1811
$74.5K ﹤0.01%
1,530
+31
1812
$74.5K ﹤0.01%
2,361
-172
1813
$74.1K ﹤0.01%
1,974
1814
$74K ﹤0.01%
1,064
+686
1815
$73.9K ﹤0.01%
979
+6
1816
$73.7K ﹤0.01%
1,567
-3,026
1817
$73.3K ﹤0.01%
326
+30
1818
$73.1K ﹤0.01%
7,580
1819
$73.1K ﹤0.01%
+739
1820
$72.8K ﹤0.01%
720
-998
1821
$72.7K ﹤0.01%
3,516
+166
1822
$72.6K ﹤0.01%
2,079
1823
$72.5K ﹤0.01%
848
-101
1824
$72.2K ﹤0.01%
1,133
-308
1825
$72.2K ﹤0.01%
1,596
71 72
73
74 75