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
901
$134K ﹤0.01%
10,350
+200
902
$134K ﹤0.01%
2,808
-739
903
$134K ﹤0.01%
20,471
+5,934
904
$134K ﹤0.01%
2,575
+75
905
$133K ﹤0.01%
15,059
-4,467
906
$133K ﹤0.01%
5,706
907
$133K ﹤0.01%
852
+81
908
$132K ﹤0.01%
8,208
+3,304
909
$132K ﹤0.01%
15,969
910
$132K ﹤0.01%
1,788
911
$131K ﹤0.01%
4,893
+602
912
$130K ﹤0.01%
+3,318
913
$130K ﹤0.01%
6,531
914
$130K ﹤0.01%
2,139
-1,900
915
$130K ﹤0.01%
3,193
-850
916
$130K ﹤0.01%
14,245
+1,885
917
$129K ﹤0.01%
2,683
-2,087
918
$127K ﹤0.01%
6,031
-3,190
919
$127K ﹤0.01%
3,832
-450
920
$127K ﹤0.01%
2,817
-1,625
921
$126K ﹤0.01%
2,472
-298
922
$126K ﹤0.01%
3,703
+28
923
$126K ﹤0.01%
3,282
-1,341
924
$126K ﹤0.01%
3,709
+436
925
$125K ﹤0.01%
3,350
-1,835
35 36
37
38 39