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
751
$227K 0.01%
2,627
+161
752
$227K 0.01%
15,172
753
$226K 0.01%
42,803
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754
$226K 0.01%
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755
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$224K 0.01%
5,650
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758
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761
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$218K 0.01%
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$217K 0.01%
18,152
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766
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25,952
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13,335
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771
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8,525
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$211K 0.01%
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773
$210K 0.01%
2,456
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774
$210K 0.01%
18,352
-5,419
775
$209K 0.01%
6,192
-200
29 30
31
32 33