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
351
$1.17M 0.04%
3,712
+700
352
$1.16M 0.04%
12,576
+7,608
353
$1.16M 0.04%
42,450
+38,931
354
$1.16M 0.04%
88,263
+3,527
355
$1.16M 0.04%
18,419
+2,957
356
$1.16M 0.04%
24,230
+1,693
357
$1.14M 0.04%
14,099
-994
358
$1.14M 0.04%
184,608
-11,423
359
$1.14M 0.04%
4,367
+253
360
$1.14M 0.04%
32,520
+2,550
361
$1.13M 0.04%
38,451
-18,554
362
$1.13M 0.04%
16,050
+1,722
363
$1.13M 0.04%
4,730
+354
364
$1.11M 0.04%
45,694
-11,858
365
$1.11M 0.04%
46,149
-300
366
$1.1M 0.04%
37,762
+15,817
367
$1.1M 0.04%
26,979
-4,550
368
$1.09M 0.04%
24,838
+6,672
369
$1.09M 0.04%
20,800
-3,047
370
$1.08M 0.04%
24,340
+1,136
371
$1.07M 0.04%
26,364
-575
372
$1.07M 0.04%
40,863
-5,312
373
$1.06M 0.04%
42,089
-8,349
374
$1.06M 0.04%
11,795
+264
375
$1.04M 0.04%
25,448
+188
13 14
15
16 17