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
2326
$23.7K ﹤0.01%
661
-217
2327
$23.7K ﹤0.01%
7,773
-14,553
2328
$23.6K ﹤0.01%
1,852
2329
$23.6K ﹤0.01%
745
-38
2330
$23.6K ﹤0.01%
1,525
+25
2331
$23.6K ﹤0.01%
+350
2332
$23.5K ﹤0.01%
2,338
2333
$23.5K ﹤0.01%
740
2334
$23.5K ﹤0.01%
713
+2
2335
$23.4K ﹤0.01%
355
+3
2336
$23.3K ﹤0.01%
244
2337
$23K ﹤0.01%
+264
2338
$23K ﹤0.01%
1,257
2339
$23K ﹤0.01%
5,113
2340
$22.9K ﹤0.01%
895
-380
2341
$22.8K ﹤0.01%
300
2342
$22.8K ﹤0.01%
1,362
-500
2343
$22.8K ﹤0.01%
709
-517
2344
$22.7K ﹤0.01%
350
2345
$22.7K ﹤0.01%
1,325
-125
2346
$22.5K ﹤0.01%
428
-114
2347
$22.4K ﹤0.01%
225
-125
2348
$22.3K ﹤0.01%
159
2349
$22.3K ﹤0.01%
331
+89
2350
$22.2K ﹤0.01%
+2,600
92 93
94
95 96