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
2176
$31.2K ﹤0.01%
+910
2177
$31.1K ﹤0.01%
625
2178
$31.1K ﹤0.01%
2,505
-360
2179
$31.1K ﹤0.01%
143
2180
$31K ﹤0.01%
+3,000
2181
$30.9K ﹤0.01%
625
-28
2182
$30.9K ﹤0.01%
1,000
+100
2183
$30.8K ﹤0.01%
2,008
2184
$30.6K ﹤0.01%
249
-12
2185
$30.6K ﹤0.01%
+2,000
2186
$30.5K ﹤0.01%
736
-1,597
2187
$30.5K ﹤0.01%
1,316
-465
2188
$30.5K ﹤0.01%
158
2189
$30.5K ﹤0.01%
1,100
2190
$30.4K ﹤0.01%
1,425
2191
$30.4K ﹤0.01%
532
+50
2192
$30.4K ﹤0.01%
400
2193
$30.4K ﹤0.01%
270
2194
$30.4K ﹤0.01%
1,532
2195
$30.4K ﹤0.01%
1,334
-1,279
2196
$30.4K ﹤0.01%
848
+43
2197
$30.2K ﹤0.01%
950
2198
$30.2K ﹤0.01%
215
+50
2199
$30.2K ﹤0.01%
1,226
+491
2200
$30.1K ﹤0.01%
442
-909
86 87
88
89 90