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
2376
$21.2K ﹤0.01%
519
-125
2377
$21.2K ﹤0.01%
1,427
+17
2378
$21.2K ﹤0.01%
89
+2
2379
$21.2K ﹤0.01%
739
2380
$21.2K ﹤0.01%
1,121
-959
2381
$21.2K ﹤0.01%
500
2382
$21.1K ﹤0.01%
+799
2383
$21.1K ﹤0.01%
780
+50
2384
$21.1K ﹤0.01%
3,598
2385
$21.1K ﹤0.01%
250
2386
$21.1K ﹤0.01%
2,301
-1,350
2387
$20.9K ﹤0.01%
200
2388
$20.8K ﹤0.01%
310
2389
$20.8K ﹤0.01%
600
2390
$20.8K ﹤0.01%
305
2391
$20.7K ﹤0.01%
+500
2392
$20.7K ﹤0.01%
2,094
-9,634
2393
$20.6K ﹤0.01%
731
2394
$20.6K ﹤0.01%
468
2395
$20.6K ﹤0.01%
1,100
2396
$20.5K ﹤0.01%
245
2397
$20.5K ﹤0.01%
1,085
-155
2398
$20.5K ﹤0.01%
592
+16
2399
$20.4K ﹤0.01%
393
2400
$20.4K ﹤0.01%
244
94 95
96
97 98