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
1151
$68K ﹤0.01%
1,554
-245
1152
$68K ﹤0.01%
2,300
1153
$68K ﹤0.01%
2,007
+367
1154
$68K ﹤0.01%
3,718
+1,563
1155
$68K ﹤0.01%
1,047
-74
1156
$68K ﹤0.01%
10,999
+3,153
1157
$67K ﹤0.01%
3,346
+596
1158
$67K ﹤0.01%
673
+596
1159
$67K ﹤0.01%
2,216
1160
$67K ﹤0.01%
2,642
+5
1161
$67K ﹤0.01%
2,603
+5
1162
$67K ﹤0.01%
17,868
-395
1163
$66K ﹤0.01%
964
-68
1164
$66K ﹤0.01%
524
+33
1165
$66K ﹤0.01%
9,271
+151
1166
$66K ﹤0.01%
13,361
1167
$66K ﹤0.01%
1,010
+10
1168
$66K ﹤0.01%
2,383
-522
1169
$66K ﹤0.01%
1,200
1170
$66K ﹤0.01%
1,396
-36
1171
$66K ﹤0.01%
4,314
-405
1172
$66K ﹤0.01%
2,617
+5
1173
$66K ﹤0.01%
2,625
+5
1174
$65K ﹤0.01%
3,471
+1,100
1175
$65K ﹤0.01%
887
+177
45 46
47
48 49