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
576
$453K 0.02%
17,298
+6,614
577
$452K 0.02%
11,180
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578
$451K 0.02%
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9,530
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157,393
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581
$449K 0.02%
18,720
-7,900
582
$448K 0.02%
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4,479
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584
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22,281
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586
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587
$444K 0.02%
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588
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2,614
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589
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9,006
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591
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592
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31,105
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594
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7,955
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595
$432K 0.02%
89,470
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596
$431K 0.02%
18,346
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597
$430K 0.02%
9,002
598
$430K 0.02%
19,007
+14,884
599
$424K 0.02%
16,000
+14,725
600
$424K 0.02%
11,873
-60,061
22 23
24
25 26