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
701
$278K 0.01%
30,998
-1,400
702
$277K 0.01%
5,751
703
$277K 0.01%
3,441
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704
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+12,125
705
$271K 0.01%
5,658
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706
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74,686
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707
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7,606
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$267K 0.01%
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$267K 0.01%
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710
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86,036
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711
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712
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713
$264K 0.01%
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13,176
-13,797
715
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15,840
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716
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718
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16,400
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720
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2,994
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721
$259K 0.01%
7,763
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722
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723
$259K 0.01%
2,673
-1,734
724
$258K 0.01%
5,845
-500
725
$257K 0.01%
6,593
-88
27 28
29
30 31