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
1851
$66.7K ﹤0.01%
3,314
-250
1852
$66.7K ﹤0.01%
2,270
+252
1853
$66.3K ﹤0.01%
5,350
+800
1854
$66.2K ﹤0.01%
1,815
1855
$66.2K ﹤0.01%
2,280
1856
$66.1K ﹤0.01%
1,674
1857
$66.1K ﹤0.01%
2,301
+358
1858
$66K ﹤0.01%
647
-90
1859
$65.9K ﹤0.01%
3,608
+400
1860
$65.7K ﹤0.01%
750
-100
1861
$65.6K ﹤0.01%
2,498
-1,589
1862
$65K ﹤0.01%
4,350
-500
1863
$65K ﹤0.01%
3,136
+128
1864
$65K ﹤0.01%
1,993
-517
1865
$64.5K ﹤0.01%
1,015
+150
1866
$64.5K ﹤0.01%
1,634
1867
$64.5K ﹤0.01%
18,265
-4
1868
$64.4K ﹤0.01%
10,028
-346
1869
$64.3K ﹤0.01%
2,500
1870
$64K ﹤0.01%
1,200
-150
1871
$63.9K ﹤0.01%
1,287
1872
$63.4K ﹤0.01%
2,498
1873
$63.2K ﹤0.01%
1,867
1874
$63.1K ﹤0.01%
+2,000
1875
$63.1K ﹤0.01%
1,740
73 74
75
76 77