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
476
$719K 0.03%
8,609
+1,019
477
$717K 0.03%
32,153
-8,760
478
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22,453
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479
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14,438
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481
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48,100
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482
$702K 0.03%
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+14,530
483
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-54,329
484
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12,271
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485
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91,236
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486
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487
$687K 0.03%
80,629
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488
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37,123
-499
489
$680K 0.02%
32,490
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490
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53,390
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53,779
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494
$655K 0.02%
14,315
-8
495
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28,000
496
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28,565
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497
$650K 0.02%
27,357
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498
$647K 0.02%
11,454
-3,504
499
$643K 0.02%
33,403
+32,203
500
$640K 0.02%
8,538
+435
18 19
20
21 22