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
2451
$17.9K ﹤0.01%
+324
2452
$17.9K ﹤0.01%
3,200
2453
$17.9K ﹤0.01%
+435
2454
$17.9K ﹤0.01%
500
-300
2455
$17.9K ﹤0.01%
247
+3
2456
$17.8K ﹤0.01%
150
2457
$17.8K ﹤0.01%
334
2458
$17.8K ﹤0.01%
596
2459
$17.7K ﹤0.01%
1,562
2460
$17.6K ﹤0.01%
146
2461
$17.6K ﹤0.01%
+767
2462
$17.5K ﹤0.01%
11,610
-400
2463
$17.5K ﹤0.01%
115
2464
$17.5K ﹤0.01%
829
+360
2465
$17.5K ﹤0.01%
+350
2466
$17.3K ﹤0.01%
2,500
-9,400
2467
$17.3K ﹤0.01%
321
-61
2468
$17.2K ﹤0.01%
294
2469
$17.2K ﹤0.01%
273
-954
2470
$17.1K ﹤0.01%
208
+13
2471
$17K ﹤0.01%
2,445
-556
2472
$17K ﹤0.01%
200
2473
$16.9K ﹤0.01%
490
2474
$16.9K ﹤0.01%
1,417
+1,231
2475
$16.9K ﹤0.01%
1,250
97 98
99
100 101