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
1876
$63.1K ﹤0.01%
4,517
+2,314
1877
$62.9K ﹤0.01%
1,627
1878
$62.9K ﹤0.01%
600
1879
$62.7K ﹤0.01%
4,486
+3,061
1880
$62.5K ﹤0.01%
1,380
1881
$62.5K ﹤0.01%
6,054
-49,357
1882
$62.4K ﹤0.01%
+2,303
1883
$62.4K ﹤0.01%
+802
1884
$62.3K ﹤0.01%
2,872
+345
1885
$62.1K ﹤0.01%
1,245
-39
1886
$62K ﹤0.01%
1,265
-1,028
1887
$61.9K ﹤0.01%
2,151
1888
$61.9K ﹤0.01%
1,300
1889
$61.8K ﹤0.01%
4,270
1890
$61.4K ﹤0.01%
9,600
+800
1891
$61.4K ﹤0.01%
+4,506
1892
$61.2K ﹤0.01%
1,142
1893
$61.2K ﹤0.01%
1,052
1894
$61.2K ﹤0.01%
2,232
+32
1895
$61.1K ﹤0.01%
2,004
-363
1896
$61K ﹤0.01%
6,177
-125
1897
$60.8K ﹤0.01%
5,775
1898
$60.7K ﹤0.01%
500
-100
1899
$60.6K ﹤0.01%
1,500
1900
$60.5K ﹤0.01%
3,066
74 75
76
77 78