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
2251
$27.2K ﹤0.01%
1,424
-247
2252
$27.2K ﹤0.01%
809
+409
2253
$27.1K ﹤0.01%
1,150
2254
$27.1K ﹤0.01%
84
+15
2255
$27K ﹤0.01%
161
2256
$27K ﹤0.01%
812
+420
2257
$27K ﹤0.01%
1,460
2258
$26.9K ﹤0.01%
4,450
+3,950
2259
$26.9K ﹤0.01%
398
-162
2260
$26.8K ﹤0.01%
100
+17
2261
$26.6K ﹤0.01%
637
-80
2262
$26.6K ﹤0.01%
54
-27
2263
$26.5K ﹤0.01%
7,408
2264
$26.5K ﹤0.01%
350
-85
2265
$26.4K ﹤0.01%
+541
2266
$26.4K ﹤0.01%
2,500
2267
$26.3K ﹤0.01%
174
+73
2268
$26.3K ﹤0.01%
5,601
+330
2269
$26.3K ﹤0.01%
329
+13
2270
$26.3K ﹤0.01%
1,425
2271
$26.3K ﹤0.01%
270
-69,464
2272
$26.3K ﹤0.01%
260
+132
2273
$26.2K ﹤0.01%
1,000
-1,750
2274
$26.2K ﹤0.01%
420
-42
2275
$26.2K ﹤0.01%
284
+9
89 90
91
92 93