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
2351
$22.2K ﹤0.01%
231
2352
$22.1K ﹤0.01%
619
2353
$22K ﹤0.01%
13,500
+1,500
2354
$22K ﹤0.01%
1,028
2355
$22K ﹤0.01%
431
+2
2356
$21.9K ﹤0.01%
812
2357
$21.9K ﹤0.01%
723
2358
$21.8K ﹤0.01%
700
-145
2359
$21.8K ﹤0.01%
598
2360
$21.8K ﹤0.01%
176
+93
2361
$21.8K ﹤0.01%
430
+200
2362
$21.7K ﹤0.01%
1,078
-543
2363
$21.6K ﹤0.01%
+950
2364
$21.6K ﹤0.01%
600
2365
$21.6K ﹤0.01%
1,300
2366
$21.5K ﹤0.01%
+437
2367
$21.5K ﹤0.01%
328
2368
$21.4K ﹤0.01%
350
2369
$21.4K ﹤0.01%
+339
2370
$21.4K ﹤0.01%
208
-18
2371
$21.4K ﹤0.01%
294
+1
2372
$21.4K ﹤0.01%
718
2373
$21.3K ﹤0.01%
750
2374
$21.2K ﹤0.01%
+575
2375
$21.2K ﹤0.01%
134
93 94
95
96 97