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
951
$114K ﹤0.01%
5,366
-10,344
952
$114K ﹤0.01%
1,418
+1
953
$114K ﹤0.01%
22,107
+3,250
954
$114K ﹤0.01%
8,075
955
$113K ﹤0.01%
2,200
-886
956
$113K ﹤0.01%
6,000
+1,000
957
$112K ﹤0.01%
2,600
958
$112K ﹤0.01%
8,832
959
$111K ﹤0.01%
13,387
+4,600
960
$111K ﹤0.01%
22,152
961
$111K ﹤0.01%
4,425
+210
962
$111K ﹤0.01%
3,929
963
$110K ﹤0.01%
255
964
$110K ﹤0.01%
607
-5,503
965
$110K ﹤0.01%
20,992
-242
966
$110K ﹤0.01%
3,664
+1,199
967
$110K ﹤0.01%
7,813
+6,605
968
$110K ﹤0.01%
34,168
969
$110K ﹤0.01%
+107
970
$110K ﹤0.01%
4,070
+2,070
971
$109K ﹤0.01%
1,059
+681
972
$109K ﹤0.01%
11,913
-1,749
973
$109K ﹤0.01%
4,250
974
$108K ﹤0.01%
4,559
+442
975
$108K ﹤0.01%
2,125
-126
37 38
39
40 41