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
1901
$60.5K ﹤0.01%
2,650
-498
1902
$60.3K ﹤0.01%
797
+560
1903
$60.3K ﹤0.01%
834
1904
$59.7K ﹤0.01%
2,379
1905
$59.5K ﹤0.01%
249
+2
1906
$59.5K ﹤0.01%
5,422
-181
1907
$59.2K ﹤0.01%
3,642
-663
1908
$59.1K ﹤0.01%
2,127
-519
1909
$58.9K ﹤0.01%
1,056
-400
1910
$58.5K ﹤0.01%
1,791
1911
$58.3K ﹤0.01%
2,276
+10
1912
$58.2K ﹤0.01%
972
1913
$58K ﹤0.01%
1,516
1914
$57.9K ﹤0.01%
1,045
+391
1915
$57.8K ﹤0.01%
1,248
-1,932
1916
$57.8K ﹤0.01%
615
1917
$57.4K ﹤0.01%
1,566
+202
1918
$57.4K ﹤0.01%
541
+138
1919
$57.4K ﹤0.01%
+1,500
1920
$57.3K ﹤0.01%
1,466
-1,071
1921
$57.2K ﹤0.01%
1,609
-50
1922
$57K ﹤0.01%
772
+694
1923
$57K ﹤0.01%
9,621
-491
1924
$57K ﹤0.01%
984
+9
1925
$57K ﹤0.01%
+2,231
75 76
77
78 79