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
651
$344K 0.01%
2,056
-30
652
$343K 0.01%
3,840
-1,075
653
$343K 0.01%
12,800
+3,400
654
$341K 0.01%
9,102
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655
$339K 0.01%
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656
$337K 0.01%
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657
$337K 0.01%
2,776
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658
$336K 0.01%
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659
$332K 0.01%
3,319
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660
$330K 0.01%
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-893
661
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47,316
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662
$323K 0.01%
4,192
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663
$321K 0.01%
2,273
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664
$318K 0.01%
4,829
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665
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6,621
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$314K 0.01%
720
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668
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29,376
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$308K 0.01%
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670
$302K 0.01%
5,098
-1,000
671
$302K 0.01%
3,005
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672
$302K 0.01%
7,747
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673
$299K 0.01%
5,493
-1,583
674
$299K 0.01%
11,597
-11,371
675
$298K 0.01%
8,000
-650
25 26
27
28 29