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
1051
$87K ﹤0.01%
4,265
-5,837
1052
$87K ﹤0.01%
2,436
+200
1053
$86K ﹤0.01%
2,437
-525
1054
$86K ﹤0.01%
2,029
-10
1055
$86K ﹤0.01%
15,600
+12,600
1056
$85K ﹤0.01%
5,460
1057
$85K ﹤0.01%
3,256
-119
1058
$85K ﹤0.01%
838
+85
1059
$85K ﹤0.01%
2,885
-50
1060
$84K ﹤0.01%
1,533
-26
1061
$84K ﹤0.01%
5,388
1062
$83K ﹤0.01%
1,184
+708
1063
$83K ﹤0.01%
25,412
+358
1064
$83K ﹤0.01%
32,000
+5,000
1065
$82K ﹤0.01%
6,800
+850
1066
$82K ﹤0.01%
4,828
-4
1067
$82K ﹤0.01%
1,018
+335
1068
$82K ﹤0.01%
12,259
-7,058
1069
$82K ﹤0.01%
578
1070
$82K ﹤0.01%
4,300
+3,000
1071
$82K ﹤0.01%
635
+250
1072
$82K ﹤0.01%
1,419
+356
1073
$81K ﹤0.01%
3,100
-4,120
1074
$81K ﹤0.01%
4,775
+1,275
1075
$81K ﹤0.01%
3,276
41 42
43
44 45