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
2276
$26.2K ﹤0.01%
5,437
-200
2277
$26.1K ﹤0.01%
320
2278
$26.1K ﹤0.01%
+4,300
2279
$26.1K ﹤0.01%
1,875
2280
$26K ﹤0.01%
200
2281
$25.9K ﹤0.01%
342
+45
2282
$25.9K ﹤0.01%
+758
2283
$25.9K ﹤0.01%
200
2284
$25.8K ﹤0.01%
2,200
2285
$25.8K ﹤0.01%
796
-2,963
2286
$25.7K ﹤0.01%
900
2287
$25.7K ﹤0.01%
1,611
2288
$25.7K ﹤0.01%
520
-1,537
2289
$25.7K ﹤0.01%
559
2290
$25.6K ﹤0.01%
314
+64
2291
$25.6K ﹤0.01%
1,000
2292
$25.6K ﹤0.01%
1,903
+343
2293
$25.4K ﹤0.01%
617
+57
2294
$25.3K ﹤0.01%
6,123
+483
2295
$25.3K ﹤0.01%
300
2296
$25.3K ﹤0.01%
1,700
2297
$25.3K ﹤0.01%
480
-5,600
2298
$25.2K ﹤0.01%
400
2299
$25.1K ﹤0.01%
+502
2300
$25K ﹤0.01%
337
+12
90 91
92
93 94