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
1826
$72K ﹤0.01%
3,500
1827
$71.8K ﹤0.01%
2,056
1828
$71.1K ﹤0.01%
750
+500
1829
$71K ﹤0.01%
2,343
1830
$70.9K ﹤0.01%
3,000
1831
$70.5K ﹤0.01%
1,955
-185
1832
$70.4K ﹤0.01%
6,661
+200
1833
$70.1K ﹤0.01%
13,626
+360
1834
$70.1K ﹤0.01%
13,272
1835
$70K ﹤0.01%
2,123
+217
1836
$69.9K ﹤0.01%
11,005
1837
$69.3K ﹤0.01%
9,000
1838
$69K ﹤0.01%
600
1839
$68.7K ﹤0.01%
1,160
1840
$68.4K ﹤0.01%
1,000
1841
$68.1K ﹤0.01%
720
+48
1842
$68K ﹤0.01%
2,023
-7
1843
$67.9K ﹤0.01%
1,167
+375
1844
$67.8K ﹤0.01%
2,520
-225
1845
$67.7K ﹤0.01%
819
1846
$67.5K ﹤0.01%
2,031
1847
$67.2K ﹤0.01%
1,035
-1,078
1848
$67.1K ﹤0.01%
3,200
1849
$66.8K ﹤0.01%
1,042
+437
1850
$66.8K ﹤0.01%
525
+185
72 73
74
75 76