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
826
$177K 0.01%
12,891
+900
827
$177K 0.01%
4,637
+4,370
828
$176K 0.01%
8,490
-8,347
829
$175K 0.01%
6,241
-3,493
830
$175K 0.01%
16,541
-4,071
831
$174K 0.01%
42,386
+11,467
832
$174K 0.01%
9,775
-40
833
$174K 0.01%
4,250
834
$174K 0.01%
4,153
-1,332
835
$173K 0.01%
4,236
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836
$172K 0.01%
14,169
+307
837
$171K 0.01%
770
-170
838
$171K 0.01%
1,353
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839
$170K 0.01%
1,884
-21,048
840
$170K 0.01%
7,352
-1,145
841
$169K 0.01%
17,890
+2,190
842
$169K 0.01%
13,230
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843
$169K 0.01%
17,419
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844
$168K 0.01%
2,148
-148
845
$167K 0.01%
25,626
+22
846
$167K 0.01%
6,823
+1,830
847
$166K 0.01%
22,335
848
$166K 0.01%
1,188
+56
849
$165K 0.01%
25,023
-11,385
850
$165K 0.01%
1,841
-2,080
32 33
34
35 36