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
2201
$30.1K ﹤0.01%
611
+1
2202
$30.1K ﹤0.01%
+878
2203
$30.1K ﹤0.01%
618
+314
2204
$30K ﹤0.01%
3,700
+2,100
2205
$29.9K ﹤0.01%
+1,109
2206
$29.8K ﹤0.01%
1,460
2207
$29.5K ﹤0.01%
+782
2208
$29.5K ﹤0.01%
1,200
2209
$29.4K ﹤0.01%
2,000
-200
2210
$29.4K ﹤0.01%
185
+174
2211
$29.4K ﹤0.01%
249
-270
2212
$29.2K ﹤0.01%
865
-150
2213
$29.2K ﹤0.01%
430
2214
$29.2K ﹤0.01%
623
-141
2215
$29.1K ﹤0.01%
2,400
-700
2216
$29K ﹤0.01%
275
-550
2217
$29K ﹤0.01%
2,585
2218
$29K ﹤0.01%
581
+231
2219
$28.9K ﹤0.01%
341
2220
$28.8K ﹤0.01%
218
2221
$28.8K ﹤0.01%
1,225
2222
$28.7K ﹤0.01%
721
2223
$28.7K ﹤0.01%
1,821
2224
$28.5K ﹤0.01%
+1,112
2225
$28.4K ﹤0.01%
326
87 88
89
90 91