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
876
$150K 0.01%
6,083
877
$148K 0.01%
1,659
+738
878
$147K 0.01%
3,190
879
$147K 0.01%
6,186
+2,142
880
$146K 0.01%
7,170
-3,736
881
$145K 0.01%
12,439
+3,919
882
$145K 0.01%
4,769
-16,805
883
$145K 0.01%
2,335
+316
884
$144K 0.01%
5,071
-890
885
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-95
886
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5,129
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887
$142K 0.01%
8,437
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888
$141K 0.01%
17,018
-2,289
889
$140K 0.01%
2,500
+2,467
890
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1,152
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891
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892
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6,181
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$139K 0.01%
22,956
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894
$139K 0.01%
19,681
895
$137K 0.01%
2,972
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896
$137K 0.01%
5,999
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897
$136K 0.01%
4,976
898
$136K 0.01%
+1,950
899
$135K ﹤0.01%
10,630
900
$135K ﹤0.01%
9,162
-30
34 35
36
37 38