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
801
$196K 0.01%
10,562
-2,302
802
$195K 0.01%
6,489
-109
803
$195K 0.01%
5,495
-3,466
804
$195K 0.01%
6,246
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805
$193K 0.01%
3,920
-774
806
$193K 0.01%
7,500
+400
807
$192K 0.01%
7,150
-546
808
$192K 0.01%
9,674
+2,250
809
$192K 0.01%
16,589
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810
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53,411
+6,454
811
$191K 0.01%
4,517
-1,759
812
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3,240
-250
813
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4,182
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814
$188K 0.01%
148
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815
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37,061
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818
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819
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820
$183K 0.01%
31,500
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821
$183K 0.01%
1,660
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$183K 0.01%
+147
823
$182K 0.01%
7,722
+381
824
$179K 0.01%
12,320
+400
825
$177K 0.01%
3,747
31 32
33
34 35