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
326
$1.32M 0.05%
4,246
-454
327
$1.32M 0.05%
9,207
+4
328
$1.31M 0.05%
5,714
-108
329
$1.3M 0.05%
5,316
+152
330
$1.27M 0.05%
28,077
+604
331
$1.27M 0.05%
30,260
+540
332
$1.27M 0.05%
24,248
+1,198
333
$1.26M 0.05%
27,786
+14,684
334
$1.26M 0.05%
67,421
-245
335
$1.26M 0.05%
45,246
+13,515
336
$1.25M 0.05%
20,661
+1,134
337
$1.24M 0.05%
18,183
+147
338
$1.24M 0.05%
31,003
-3,238
339
$1.24M 0.05%
23,277
+20,193
340
$1.24M 0.05%
24,088
+1,705
341
$1.23M 0.05%
12,954
-1,204
342
$1.21M 0.04%
12,346
+9,571
343
$1.21M 0.04%
12,401
+461
344
$1.21M 0.04%
23,325
-2,504
345
$1.21M 0.04%
161,329
+40,053
346
$1.2M 0.04%
26,796
+960
347
$1.2M 0.04%
111,460
-53,215
348
$1.2M 0.04%
7,705
+644
349
$1.19M 0.04%
59,462
+7,450
350
$1.17M 0.04%
62,290
12 13
14
15 16