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
$2.73B
AUM Growth
-$653M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,861
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$7.16M
3
+$6.13M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.62M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$5.48M

Top Sells

1
+$31.4M
2
+$12.3M
3
+$11.5M
4
UNH icon
UnitedHealth
UNH
+$9.2M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$7.31M

Sector Composition

1 Technology 11.62%
2 Healthcare 6.92%
3 Consumer Discretionary 6.67%
4 Financials 6.03%
5 Communication Services 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2551
$0 ﹤0.01%
15
2552
$0 ﹤0.01%
3,000
-1,200
2553
$0 ﹤0.01%
1,000
-3,030
2554
– –
-2
2555
$0 ﹤0.01%
900
+600
2556
– –
-176
2557
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-3,703
2558
– –
-32,057
2559
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2560
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-20,030
2561
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-5,200
2562
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-182
2563
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2564
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-6,961
2565
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2567
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2569
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-7
2570
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-1,780
2571
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2572
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2573
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2574
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-1,367
2575
$0 ﹤0.01%
300
101 102
103
104 105