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
2426
$19.1K ﹤0.01%
1,072
-571
2427
$19.1K ﹤0.01%
2,300
2428
$19.1K ﹤0.01%
321
+6
2429
$19K ﹤0.01%
307
+1
2430
$18.9K ﹤0.01%
565
2431
$18.9K ﹤0.01%
+300
2432
$18.9K ﹤0.01%
584
2433
$18.9K ﹤0.01%
2,200
2434
$18.8K ﹤0.01%
261
-1,945
2435
$18.7K ﹤0.01%
412
-5
2436
$18.7K ﹤0.01%
846
2437
$18.7K ﹤0.01%
3,711
2438
$18.6K ﹤0.01%
180
+83
2439
$18.6K ﹤0.01%
781
-800
2440
$18.5K ﹤0.01%
136
-114
2441
$18.5K ﹤0.01%
374
-5,867
2442
$18.4K ﹤0.01%
103
2443
$18.3K ﹤0.01%
500
2444
$18.2K ﹤0.01%
6,050
2445
$18.2K ﹤0.01%
482
-190
2446
$18.1K ﹤0.01%
155
-6,975
2447
$18.1K ﹤0.01%
503
2448
$18.1K ﹤0.01%
625
-1,115
2449
$18K ﹤0.01%
738
2450
$18K ﹤0.01%
300
-304
96 97
98
99 100