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
2226
$28.4K ﹤0.01%
2,600
-1,775
2227
$28.4K ﹤0.01%
1,139
2228
$28.2K ﹤0.01%
1,487
+136
2229
$28.1K ﹤0.01%
+999
2230
$28.1K ﹤0.01%
385
-916
2231
$28.1K ﹤0.01%
1,162
2232
$28K ﹤0.01%
940
-1,300
2233
$28K ﹤0.01%
148
+11
2234
$27.9K ﹤0.01%
7,346
-7
2235
$27.8K ﹤0.01%
8,142
-4,961
2236
$27.8K ﹤0.01%
656
+1
2237
$27.7K ﹤0.01%
23
-2
2238
$27.7K ﹤0.01%
900
+800
2239
$27.7K ﹤0.01%
4,025
-1,600
2240
$27.7K ﹤0.01%
1,039
-1,127
2241
$27.7K ﹤0.01%
+679
2242
$27.7K ﹤0.01%
555
-215
2243
$27.7K ﹤0.01%
600
2244
$27.6K ﹤0.01%
+1,500
2245
$27.6K ﹤0.01%
4,532
+282
2246
$27.6K ﹤0.01%
477
2247
$27.5K ﹤0.01%
1,802
2248
$27.5K ﹤0.01%
+681
2249
$27.4K ﹤0.01%
650
-381
2250
$27.3K ﹤0.01%
35,500
88 89
90
91 92