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
1101
$76K ﹤0.01%
646
-35
1102
$76K ﹤0.01%
1,750
-100
1103
$75K ﹤0.01%
3,183
-99
1104
$75K ﹤0.01%
17,632
+8,889
1105
$75K ﹤0.01%
2,778
+94
1106
$75K ﹤0.01%
524
-35
1107
$75K ﹤0.01%
11,095
+2,076
1108
$75K ﹤0.01%
374
1109
$74K ﹤0.01%
+7,209
1110
$74K ﹤0.01%
750
-18
1111
$74K ﹤0.01%
9,090
+8,100
1112
$74K ﹤0.01%
6,370
+87
1113
$74K ﹤0.01%
6,475
1114
$73K ﹤0.01%
700
1115
$73K ﹤0.01%
2,912
-816
1116
$73K ﹤0.01%
922
-659
1117
$73K ﹤0.01%
5,550
1118
$73K ﹤0.01%
1,746
-144
1119
$72K ﹤0.01%
6,682
-13,464
1120
$72K ﹤0.01%
1,554
-1,143
1121
$72K ﹤0.01%
3,470
+206
1122
$72K ﹤0.01%
2,415
+915
1123
$72K ﹤0.01%
3,871
1124
$72K ﹤0.01%
805
-325
1125
$72K ﹤0.01%
4,273
-2,551
43 44
45
46 47