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
276
$1.8M 0.07%
12,292
+10,367
277
$1.79M 0.07%
51,276
-802
278
$1.78M 0.07%
34,880
-1,936
279
$1.76M 0.06%
36,433
+2,844
280
$1.75M 0.06%
106,701
+6,042
281
$1.74M 0.06%
20,126
+5,290
282
$1.74M 0.06%
57,288
-4,140
283
$1.74M 0.06%
10,025
+546
284
$1.73M 0.06%
5,707
+166
285
$1.72M 0.06%
72,840
-39,902
286
$1.71M 0.06%
36,499
-11,895
287
$1.71M 0.06%
20,855
+13,898
288
$1.71M 0.06%
11,292
+1,609
289
$1.7M 0.06%
54,763
-38,031
290
$1.69M 0.06%
141,712
+34,002
291
$1.65M 0.06%
98,385
+2,486
292
$1.65M 0.06%
19,634
-1,790
293
$1.64M 0.06%
50,966
-8,743
294
$1.64M 0.06%
13,737
+218
295
$1.64M 0.06%
102,106
+24,133
296
$1.63M 0.06%
56,703
-10,642
297
$1.62M 0.06%
179,756
+8,874
298
$1.62M 0.06%
48,972
+4,123
299
$1.62M 0.06%
19,692
+369
300
$1.62M 0.06%
14,601
+987
10 11
12
13 14