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
1976
$51.7K ﹤0.01%
7,432
-20
1977
$51.6K ﹤0.01%
1,669
-734
1978
$51.6K ﹤0.01%
937
+700
1979
$51.4K ﹤0.01%
+1,672
1980
$51.4K ﹤0.01%
790
1981
$51.3K ﹤0.01%
+1,842
1982
$51.2K ﹤0.01%
15,116
-16,767
1983
$51.2K ﹤0.01%
1,800
+100
1984
$51.1K ﹤0.01%
+1,930
1985
$51.1K ﹤0.01%
2,000
1986
$51K ﹤0.01%
14,022
+1,200
1987
$51K ﹤0.01%
1,499
1988
$50.9K ﹤0.01%
5,975
1989
$50.7K ﹤0.01%
2,345
1990
$50.6K ﹤0.01%
1,278
-142
1991
$50.5K ﹤0.01%
398
+24
1992
$50.3K ﹤0.01%
4,666
+44
1993
$50.3K ﹤0.01%
1,700
-600
1994
$50.2K ﹤0.01%
1,173
1995
$50.1K ﹤0.01%
273
+215
1996
$50.1K ﹤0.01%
2,528
-1,201
1997
$50K ﹤0.01%
4,113
+3
1998
$49.9K ﹤0.01%
1,708
+28
1999
$49.8K ﹤0.01%
2,300
-1,100
2000
$49.7K ﹤0.01%
454
+104
78 79
80
81 82