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
1926
$56.8K ﹤0.01%
900
+640
1927
$56.7K ﹤0.01%
1,644
1928
$56.6K ﹤0.01%
5,470
-340
1929
$56.5K ﹤0.01%
2,392
+72
1930
$56.4K ﹤0.01%
1,543
-1,350
1931
$56.2K ﹤0.01%
1,804
+804
1932
$56.1K ﹤0.01%
+2,039
1933
$56K ﹤0.01%
6,061
+119
1934
$55.8K ﹤0.01%
955
1935
$55.6K ﹤0.01%
136
+100
1936
$55.5K ﹤0.01%
3,555
+794
1937
$55.5K ﹤0.01%
5,000
-3,000
1938
$55.3K ﹤0.01%
1,021
-515
1939
$55.3K ﹤0.01%
385
+110
1940
$55.2K ﹤0.01%
2,000
1941
$55.1K ﹤0.01%
3,095
1942
$55K ﹤0.01%
660
+4
1943
$54.7K ﹤0.01%
847
+11
1944
$54.6K ﹤0.01%
1,336
+34
1945
$54.6K ﹤0.01%
700
1946
$54.5K ﹤0.01%
8,627
-17,626
1947
$54.5K ﹤0.01%
206
-2,776
1948
$54.3K ﹤0.01%
1,320
-1,732
1949
$54.1K ﹤0.01%
1,708
1950
$54.1K ﹤0.01%
1,592
-67
76 77
78
79 80