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
2126
$35.9K ﹤0.01%
2,339
2127
$35.9K ﹤0.01%
2,457
+21
2128
$35.7K ﹤0.01%
561
+9
2129
$35.5K ﹤0.01%
2,513
-4
2130
$35.4K ﹤0.01%
5,400
+4,300
2131
$35.4K ﹤0.01%
667
2132
$35.3K ﹤0.01%
480
-420
2133
$35.3K ﹤0.01%
+1,125
2134
$35.3K ﹤0.01%
900
2135
$35.2K ﹤0.01%
1,904
2136
$34.7K ﹤0.01%
600
+200
2137
$34.6K ﹤0.01%
+1,500
2138
$34.5K ﹤0.01%
2,407
2139
$34.2K ﹤0.01%
1,400
2140
$33.8K ﹤0.01%
1,446
+20
2141
$33.6K ﹤0.01%
1,265
-88
2142
$33.4K ﹤0.01%
380
2143
$33.4K ﹤0.01%
686
-200
2144
$33.2K ﹤0.01%
1,150
-29
2145
$33.2K ﹤0.01%
1,541
+439
2146
$33.1K ﹤0.01%
+1,055
2147
$32.9K ﹤0.01%
700
+25
2148
$32.9K ﹤0.01%
169
+75
2149
$32.8K ﹤0.01%
975
2150
$32.7K ﹤0.01%
1,864
84 85
86
87 88