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
726
$254K 0.01%
9,542
727
$252K 0.01%
9,523
-775
728
$251K 0.01%
11,474
+1,503
729
$248K 0.01%
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$247K 0.01%
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731
$245K 0.01%
9,101
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$245K 0.01%
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$244K 0.01%
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734
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737
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25,750
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738
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739
$240K 0.01%
22,889
+12,925
740
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744
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9,571
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745
$232K 0.01%
20,601
746
$231K 0.01%
160,583
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747
$230K 0.01%
3,215
748
$228K 0.01%
8,126
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749
$228K 0.01%
4,988
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750
$227K 0.01%
2,839
+443
28 29
30
31 32