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
2001
$49.6K ﹤0.01%
1,832
-1,500
2002
$49.5K ﹤0.01%
2,250
2003
$49.3K ﹤0.01%
908
2004
$49.2K ﹤0.01%
3,126
2005
$49.2K ﹤0.01%
1,560
2006
$49.2K ﹤0.01%
+500
2007
$49.1K ﹤0.01%
705
+8
2008
$48.6K ﹤0.01%
1,109
-321
2009
$48.5K ﹤0.01%
468
+168
2010
$48.4K ﹤0.01%
403
+10
2011
$48.2K ﹤0.01%
1,325
2012
$48K ﹤0.01%
4,183
+1,789
2013
$48K ﹤0.01%
625
-1,013
2014
$48K ﹤0.01%
975
2015
$47.7K ﹤0.01%
3,168
+32
2016
$47.7K ﹤0.01%
+1,786
2017
$47.6K ﹤0.01%
1,660
-580
2018
$47.5K ﹤0.01%
166
+57
2019
$47.5K ﹤0.01%
1,300
2020
$47.3K ﹤0.01%
698
+685
2021
$47.3K ﹤0.01%
2,552
+22
2022
$47.2K ﹤0.01%
1,550
2023
$47.1K ﹤0.01%
1,775
-916
2024
$47.1K ﹤0.01%
263
-63
2025
$47K ﹤0.01%
4,742
79 80
81
82 83