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
2151
$32.6K ﹤0.01%
772
-1,800
2152
$32.5K ﹤0.01%
11,016
-6,755
2153
$32.5K ﹤0.01%
594
+44
2154
$32.5K ﹤0.01%
2,300
2155
$32.4K ﹤0.01%
1,100
-400
2156
$32.3K ﹤0.01%
977
+6
2157
$32.2K ﹤0.01%
542
2158
$32K ﹤0.01%
20,000
+5,000
2159
$31.9K ﹤0.01%
1,800
2160
$31.9K ﹤0.01%
394
-1,112
2161
$31.8K ﹤0.01%
470
+60
2162
$31.8K ﹤0.01%
676
2163
$31.8K ﹤0.01%
1,148
2164
$31.7K ﹤0.01%
624
+2
2165
$31.7K ﹤0.01%
278
2166
$31.7K ﹤0.01%
1,579
2167
$31.7K ﹤0.01%
694
2168
$31.6K ﹤0.01%
1,571
2169
$31.6K ﹤0.01%
1,049
-40
2170
$31.4K ﹤0.01%
722
-1,768
2171
$31.4K ﹤0.01%
1,290
+2
2172
$31.4K ﹤0.01%
2,695
-17,800
2173
$31.3K ﹤0.01%
247
-559
2174
$31.3K ﹤0.01%
220
2175
$31.3K ﹤0.01%
+311
85 86
87
88 89