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
2401
$20.3K ﹤0.01%
358
2402
$20.2K ﹤0.01%
+438
2403
$20.1K ﹤0.01%
463
-40
2404
$20.1K ﹤0.01%
2,433
2405
$20.1K ﹤0.01%
328
+1
2406
$20.1K ﹤0.01%
325
-75
2407
$20K ﹤0.01%
400
2408
$20K ﹤0.01%
1,100
-400
2409
$19.9K ﹤0.01%
500
2410
$19.8K ﹤0.01%
+1,050
2411
$19.7K ﹤0.01%
1,002
2412
$19.6K ﹤0.01%
4,000
2413
$19.6K ﹤0.01%
318
-260
2414
$19.5K ﹤0.01%
1,200
+400
2415
$19.5K ﹤0.01%
5,260
-1,260
2416
$19.4K ﹤0.01%
348
-63
2417
$19.4K ﹤0.01%
111
2418
$19.4K ﹤0.01%
370
-258
2419
$19.4K ﹤0.01%
691
-141
2420
$19.4K ﹤0.01%
1,350
2421
$19.3K ﹤0.01%
66
2422
$19.3K ﹤0.01%
812
-255
2423
$19.3K ﹤0.01%
844
2424
$19.3K ﹤0.01%
130
2425
$19.2K ﹤0.01%
+118
95 96
97
98 99