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
1951
$53.9K ﹤0.01%
10,863
1952
$53.9K ﹤0.01%
+2,229
1953
$53.9K ﹤0.01%
+1,752
1954
$53.8K ﹤0.01%
1,754
+985
1955
$53.8K ﹤0.01%
+3,308
1956
$53.6K ﹤0.01%
8,500
1957
$53.6K ﹤0.01%
7,236
-6,601
1958
$53.5K ﹤0.01%
4,200
-100
1959
$53.3K ﹤0.01%
1,595
1960
$53.2K ﹤0.01%
2,807
+530
1961
$53.1K ﹤0.01%
1,481
1962
$53.1K ﹤0.01%
801
-70
1963
$52.9K ﹤0.01%
1,307
-611
1964
$52.9K ﹤0.01%
2,843
1965
$52.8K ﹤0.01%
2,094
1966
$52.8K ﹤0.01%
4,153
-256
1967
$52.8K ﹤0.01%
2,542
1968
$52.6K ﹤0.01%
1,611
-95
1969
$52.6K ﹤0.01%
1,250
1970
$52.4K ﹤0.01%
+1,888
1971
$52.3K ﹤0.01%
1,375
1972
$52.2K ﹤0.01%
4,000
1973
$52.1K ﹤0.01%
999
1974
$52K ﹤0.01%
4,767
+705
1975
$51.8K ﹤0.01%
435
-100
77 78
79
80 81